Understanding Billing in PortfolioCenter

It’s so easy to set up billing in PortfolioCenter, you might be tempted to skip learning how and why it works.  Yet, that understanding is crucial to ensuring that PortfolioCenter is calculating fees the way you intend it to bill.  Here’s everything you need to understand billing.

7 Decisions about Billing	Fee Deduction Options	Fee Allocation Options
How to Justify Fees in an SEC Audit	SEC Audit: Save your Fee File	Billing to Client’s Benefit
Average Value Billing	Fees Paid by Check	External Fees in Presentation Studio
Billing Checklist	Bill History Explained	Outsourcing a Necessity for New Advisors