We use billPort software from Arcons Technology. Our previous billing process that consisted of multiple Excel worksheets was fine when there were a few hundred accounts but as our firm grew in advisors over the years to thousands of accounts, it became impossible to keep up with. It took days to calculate, process and reconcile the quarterly advisory fees. Hemant and his team customized billPort to our specific needs and now when quarterly fee time comes around, our fees are processed and reconciled with a touch of a button. If you are an RIA processing your fees manually like we were, you have to take a look at this product!