Client Billing Systems

We have created several client billing solutions. Our first program was created in 1990.  These solutions vary from extremely simply modifications of standard Axys reports to stand alone applications that interface with Axys. Unfortunately, we have seen very few clients with identical billing requirements.  We have two fundemental solutions:

Our more complex billing solution is EZFee which extracts data from Axys/APX and creates client statements via Crystal Reports.  EZFee supports and reports on multiple billing parties.  It also does forward billing and back billing.  These reports are customized to look just like your Axys reports.  EZFee also creates a number of CSV data extracts, and/or reports detailing management information about billing including, custodian invoices, representative payout summaries, etc.

The simpler alternative is a one page compound report clearing detailing managed assets, billing calculations and which accounts are billed how much.