CircleBlack enjoys a deep partnership with Envestnet’s Redi2 BillFin platform. Our integration features the following:
- Direct, nightly data feed connection into BillFin. CircleBlack delivers daily files into BillFin for all of your accounts so BillFin’s invoice engine does the fee calculations using CircleBlack’s account data
- Household set up in CircleBlack allows you to build household relationships and select accounts before pushing to BillFin
- Access to BillFin’s Support Center: https://support.billfin.com/portal/en/kb/billfin
Contact the CircleBlack Customer Success Team at help@circleblack.com for set-up and support questions related to billing.
Household Set up in CircleBlack
Manage which households you include for household billing by Navigating to the Household Billing page under the Engage Menu.
Advisors may quickly filter to identify which households are missing accounts to be included for billing.
Selecting a household will allow users to view the Household Billing Details. From this page, users can select which accounts they want to include for billing. Once complete, select Save Changes to have this data sent to BillFin.
