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Money Advice +CRM hosts a comprehensive set of tools to keep on top of billable hours, generate invoices for the billable hours and keep track of the status of fees received, pipeline and keep admin to a minimum.

  • The system allows for tracking of the billable hours against each action logged in the system.
  • Once the billable hours are setup you can select one / more logs to generate an invoice after which the hours are updated with a status of ‘Billed’ (with or without VAT).
  • A fees entry is created which can be apportioned individually to individual staff, firm and 3rd parties as needed.
  • These fee entries are easily reconciled and personal fees statements produced for Advisors, whilst a whole host of reports can easily be generated across a broad range of parameters by staff member, introducer etc.