Build billing software for financial advisors
Automate fee schedules and manage invoices in an AI-powered system built with AI to fit your financial advisory firm’s workflow.
Tailor your billing software to your needs
Customize invoice templates and fee structures for every client segment. Add only the reporting and portal views you need—no code required.
Client fee schedule management
Automated invoice generation
Secure client payment portal
AI-powered revenue forecasting
Payout and expense tracking
Automated payment reminders
Bring all your client billing data together
Connect fee schedules, invoice history, and payment status from your existing tools—or manage everything in Softr Databases. Create a single source of truth for revenue.
Give every client a custom, secure experience.
Give each client and advisor the right views in a fully branded portal. Set up secure logins, user groups, and billing permissions in minutes.
Easy, secure logins
Your billing portal is mobile-ready by default. Turn it into a downloadable PWA so clients can view and pay invoices on the go with a single click.
Works on any device
Your billing portal is mobile-ready by default. Turn it into a downloadable PWA so clients can view and pay invoices on the go with a single click.
Automations
Build native automations to handle invoice generation, payment notifications, and status updates automatically whenever records are updated.
User groups
Provide separate logins for different investor tiers or staff, and create personalized billing dashboards for each client.
Advanced permissions
Apply rules for different advisor groups. Customize who sees which fee schedules and which actions they can take at a granular level.
Security
Protect client financial records and billing history from threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Generate your billing software in minutes with AI—no manual configuration or dev hours required.
Consolidate your stack
Add features like revenue forecasting or automated reminders as your firm grows and your billings evolve.
Flexible as you grow
Start with billing, then add client portals and internal dashboards—all in one place with no extra costs.
Generate billing software for financial advisors with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your billing software. No code needed.
Describe what you need. Softr's AI builds your custom financial advisory billing tool in minutes.