BILLING & REPORTING
Get paid faster.
Report smarter.
Focus on your clients—not your back office. Amplify makes billing and reporting effortless with tools designed for flexibility and customization. Bill accurately, ensure payments are on time, and tailor reports to deliver insights that drive informed decisions. Whether you’re managing complex fee structures, creating client-ready reports, or monitoring operations, Amplify empowers you to run your business your way—efficiently and effectively.
Billing insights that keep you in control
With Amplify, billing is no longer a bottleneck – it’s a seamless process that ensures advisors get paid on time while providing visibility into revenue trends.
- Fully integrated: Because billing lives inside Amplify, advisors can analyze fees in context – benchmarking rates against AUM, services provided, and household complexity.
- Instant access: View client billing details in real time, down to the account level.
- Automated accuracy: Generate invoices with precision, backed by a full audit trail for compliance and reporting.
- Data-driven fee adjustments: Identify trends in billing rates across advisors and clients, make real-time adjustments, and automatically send required documentation.
- Big-picture visibility: Track billing at every level – account, household, advisor, and firm – ensuring transparency and strategic pricing.
Billing that works for you
With Amplify, billing is no longer a bottleneck—it’s a seamless process that ensures advisors get paid on time, every time.
- Dedicated billing team: Amplify handles the heavy lifting, so you spend less time managing the process.
- Flexible fee structures: Bill in advance or in arrears, monthly or quarterly, bundled or unbundled, bill the underlying account or the firm—all tailored to your business model.
- Easy cash flow checks: Review billing files and confirm account balances to avoid surprises.
- Seamless custodian uploads: Simplify the process with custodian-ready files for quick uploads.
- Real-time insights: Track billing trends across the firm, helping advisors and RIAs make data-backed decisions.
Reporting that moves your business forward
From client-facing transparency to back-office analytics, Amplify simplifies reporting so you can make decisions with confidence.
- Custom reporting options: Generate polished, client-ready reports or deep research insights for internal use.
- Dynamic dashboards: Your operations team can monitor performance spikes, transactions, and aggregated data across the firm.
- Home office oversight: Enterprise-wide data integration keeps compliance, advisors, and operations teams aligned.
- Limitless customization: Our robust APIs integrate with tools to create the reports you need, your way.
Drowning in siloed data?
We’ll help you get it together.
With Amplify Billing and Reporting, advisors no longer need to juggle disjointed tools or worry about errors. We provide the simplicity, flexibility, and reliability you need to keep your business humming.