Advent Axys® allows specification of billing tiers on an account level. In practice, there are more complex billing plans in use. Several users of Axys® resort to using Excel spreadsheets to maintains these complex billing plans .
BillPort is a billing solution that seamlessly operates with Axys and provides:
- Billing Schedules on multiple levels : Asset Class, Security Type and Asset
- Household friendly billing schedules
- This is useful when you are converting from Advent Axys to Portfolio Center. The following data is converted:
- pay all or part of its bill
- pay all or part of overall household bill
- Quickbooks integration and customization to your firm’s workflow
- Customizable reports showing your firm’s look and feel
- PDF export for reports
- Billing in advance or in arrears
- Robust SQL Server 2005/2008 based implementation