Date & Time
December 1, 2021 at 1:30 pm ET / 10:30 am PT
Location
303 Bryant Street, Mountain View, CA
About this on-demand webinar
Ensuring your fees are billed correctly protects the trust you’ve built with clients and preserves your revenue. If you’re still using legacy systems or processes to bill, you could be putting both at risk.
Register for this webinar to see a demo of Addepar Billing and hear from billing subject matter experts who will show you how other firms have set up their billing workflows and the advantages of different approaches.
In this 30-minute webinar we'll cover:
- Introduction to new features in Addepar Billing including bill summary and fee detail
- Walk-through of how to control fee structures, billable assets, bill timing and intervals
- Client use cases that you can use to apply to your own billing processes
View Webinar Replay
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