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billPort – Billing Solution for Advent Axys® Download PDF

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