Investipal
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Billing and fee schedules

Client billing
and advisor payouts.

Configure advisory fees and payout structures for your firm. Collect payments and track revenue, client demographics, and practice growth alongside your client work.

Book a demo ↗
✳ InvestipalFees and advisor payouts

Your fees.
Your payout structure.

AUMFlatTieredSubscription
Client paymentCollected ✓
Payout planAssigned
Overrides & deductionsIncluded
MONTHLY PAYOUT RUN

Preview → Review → Finalize → Export

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate
Flexible fees

AUM, flat, tiered, and subscription

Advisor payouts

Plans, overrides, and deductions

Practice growth

Demographics and business reporting

A clearer starting point

Billing and payouts should fit your firm.

Your fee model is not one-size-fits-all.

Clients and services call for different fee arrangements. Your billing should accommodate the way you work.

Payouts become another spreadsheet.

Plans, assignments, overrides, and deductions need a consistent place for calculation and review.

Invoices tell only part of the story.

Understand who your clients are and how the practice is growing alongside what you bill.

Inside the workflow

From client fees to advisor payouts.

Run the business of advice alongside the client relationship.

Step 01

Configure fees for your services.

Set AUM, flat, tiered, or subscription fees. Build fee arrangements around your services and assign them to the right clients or households.

✳ InvestipalFees and advisor payouts

Your fees.
Your payout structure.

AUMFlatTieredSubscription
Client paymentCollected ✓
Payout planAssigned
Overrides & deductionsIncluded
MONTHLY PAYOUT RUN

Preview → Review → Finalize → Export

Step 02

Connect onboarding and collection.

Collect payment details during onboarding, then create an invoice or take the first payment. Keep ongoing charges and payment history with the client.

✳ InvestipalFees and advisor payouts

Your fees.
Your payout structure.

AUMFlatTieredSubscription
Client paymentCollected ✓
Payout planAssigned
Overrides & deductionsIncluded
MONTHLY PAYOUT RUN

Preview → Review → Finalize → Export

Step 03

Build your advisor payout structure.

Configure payout plans, assignments, overrides, and deductions. Preview and review monthly calculations, then finalize and export payouts.

✳ InvestipalPractice reporting

The business
behind the book.

Client demographicsGrowthRevenue
Practice growthAcross your client base
Illustrative reporting view
Step 04

See where your practice is growing.

Understand who you’re attracting and where revenue is growing. Use client demographics and growth trends to focus your outreach, refine your services, and build on what works.

In good company

In our clients’ words.

Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients.
Pacific Portfolio Advisors
Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market.
William Joseph Capital Management

The numbers behind the relationship

Every number.
A clear explanation.

Follow the fee calculation, review the advisor’s share, and keep the details close at hand.

See how the fee adds up.

With marginal tiers, each portion of the client’s AUM has its own rate.

Review the advisor’s share.

Check the revenue basis, payout rate and deductions before finalizing and exporting the run.

Keep collection in view.

Distinguish collected revenue from amounts still expected or sent for collection.

Walk through your billing model ↗30-minute demo

Example · Tiered AUM

Annual fee

One relationship.
Two fee tiers.

Billable AUM$750,000
First $500,0001.00% annual rate
$5,000
Next $250,0000.80% annual rate
$2,000
Total annual fee$7,000

No discounts or fee caps. The billing period determines the amount due.

A few things to know.

Which fees can we bill?

Build billing around your firm’s fee model, including AUM, flat, tiered, and subscription arrangements.

Does Investipal support advisor payouts?

Yes. Configure payout plans, assignments, overrides, and deductions. Preview and review monthly calculations before finalizing and exporting payouts.

How is client billing different from advisor payouts?

Client billing covers the fees your firm charges clients and how those payments are collected. Advisor payouts cover the compensation calculated for advisors under your firm’s payout plans.

What can we review before finalizing a payout run?

Preview and review monthly payout calculations using your configured plans, assignments, overrides and deductions. Finalize the run and export payouts after that review.

What can we track beyond invoices?

Practice reporting includes client demographics and growth metrics alongside revenue and billing information.