Ria Billing

Lanier Services

About this app

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

What’s new

Welcome to RIA Billing.