Invoicing
From fee schedule to revenue split.
Included in MethodPlan. Invoices are calculated from the fee information on every agreement, and advisor splits are applied once payment arrives. Your firm sends the invoices.
Agreement fee items
Asset-based fee
Per-participant fee
Flat fee
Invoice
CalculatedAcadia Group 401(k) Plan
Total
Advisor splits
Producer A60%
Producer B40%
From your split library
Fee schedules, recordkeeper data, compensation splits and overrides often live in separate systems and complicated spreadsheets.
MethodPlan brings them into one workflow, built on the plan data you already keep.
MethodPlan calculates
Your process
MethodPlan splits
Fee information
Fee items on each agreement
What’s owed
Whether an invoice is due this period
Missing inputs
Flagged before anything is calculated
Invoice calculated
Amounts and line items per agreement
Invoice sent
Through your firm’s existing process
Your process
Revenue received
Recorded against what was expected
Splits applied
Calculated from your split library
MethodPlan calculates and generates the invoice information. Your firm sends invoices through the process and tools it already uses.
Producers & splits
Advisor splits, handled with the invoice.
Set up producers and their splits once in the Split Library. When revenue is received, MethodPlan applies the right split for the period.
- Producers and licenses/designations
- Split Library with split periods
- Invoice corrections when inputs change
Split library
Acadia Group 401(k) Plan
AgreementAdvisory agreement
Producer A60%
Producer B40%
Applied to each invoice once payment is received
Next step
Ready to simplify your next billing cycle?
See invoicing and revenue splits in a live demo.