Bridge Financial Technology

Atlas Feature allowing to run single invoice billing and rebates

One Off Fee and Rebate calculations

Invoicing Options for Billing

Offer Clients the ability to pay all at once!

Semi-Annual & Annual Billing

Billing Calculation for Average Daily Balance Method

Average Daily Balance: Calculation

Danish Shah

Gunner Kropholler

Andrea Williams Kassof

Understanding how to set up, run, and review your firm's billing and invoicing.

Billing & Invoicing

Videos on how to set up and run your billing

Billing Videos

Here is an overview of how to configure Billing Settings.

Billing Settings

Assigning fee structures, billing groups, etc from one page

Billing Review Tab

Quick guide for how to calculate your fees and run billing

Run Billing

Adjusting the time period for billing an account

Billing Start Date

Custodian Billed vs. Direct Billed

Billing Status

Chelsea Flood

Billing

How to review and download billing reports

Viewing Billing Reports

Downloading Fee Upload Files

Billing Calculations

Billing Report Details

Billing Reports

Understanding options for creating your fee structures.

Creating Fee Structures

How to assign fee structures to your clients' accounts

Assigning Fee Structures

Fee Structures

Creating Billing Groups

How to add and remove accounts from billing groups

Billing Groups: Adding and Removing Accounts

How to update the fee location for a specific account

Billing Group Details: Updating Fee locations

Billing Groups

Navigating Invoices

View and Download Invoices

Invoices

Create and Assign Minimums

Minimums

Creating and Assigning Splits

Understanding how to adjust billings based on assets

Asset Adjustments

Splits & Adjustments

Fee Calculation for Ending Period Balance with Adjustments for Flows

Why is this account value in Atlas slightly different than the value reflected on the custodial statement?

Differences between Billable Balance and Custodial Statement

How is the billable balance value calculated when asset adjustments are involved

Asset Adjustments and the Billable Balance Calculation

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