Ria Billing

RIA Billing is the precision fee-billing platform built for registered investment advisors. Connect your custodians, run a billing period, and deliver branded receipts to your clients — all in one place. WHY ADVISORS CHOOSE RIA BILLING • Accurate fees, every cycle Tiered, flat, or blended schedules. Average daily, period-end, or average-of-period — the math is exact and auditable. • Custodian connections that just work Sync balances directly from Schwab, Fidelity, Altruist, Orion, Plaid, and more. CSV/Excel import for everything else. • Invoices and receipts your clients will trust Generate branded PDFs, version every revision, track paid status, and email receipts from your firm's verified domain. • Built for compliance Row-level security, role-based access (owner / admin / advisor / viewer), immutable audit logs, and tenant isolation by design. • One-click custodian fee exports Generate Schwab, Fidelity, and Altruist-ready fee files and submit them without leaving the app. • Dashboard that answers the question AUM, billable balances, and revenue at a glance — by household, by custodian, by period. WHO IT'S FOR Solo advisors, multi-advisor RIA firms, and back-office operators who want billing that's accurate, defensible, and fast. PRIVACY & SECURITY Your data is yours. We never sell client information. All traffic is encrypted in transit and at rest. Authentication is enforced on every request. See our full privacy policy at riabilling.com/legal/privacy. TERMS & PRIVACY • Terms of Service: https://riabilling.com/legal/terms • Privacy Policy: https://riabilling.com/legal/privacy