# Ria Billing

> Ria Billing (iPhone/iPad app by Kristopher Kinard.)

- Source: https://appshunter.io/ios/app/ria-billing/id6764753992 (this page in markdown: same URL + `.md`)
- Developer: [Kristopher Kinard](https://appshunter.io/developer/1756131619)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 21 MB
- Languages: English
- Released: 2026-04-30
- Data updated: 2026-05-07
- User reviews in markdown: https://appshunter.io/ios/app/ria-billing/id6764753992/reviews.md

## What is Ria Billing?

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.


## Version history (last 1 release)

### 1.0 — 2026-04-30

No release notes.

## More apps by Kristopher Kinard

- [Discount On Dining](https://appshunter.io/ios/app/discount-on-dining/id6523436314)

All apps by Kristopher Kinard: https://appshunter.io/developer/1756131619

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-07.*