Billing at Scale: How RIA Aggregators Can Solve a Critical Operational Headache

The RIA aggregation wave is accelerating — and with it comes a problem most acquirers don't see coming until it's too late: billing. When you're rolling up firms with different billing schedules, fee structures, and portfolio management systems, the back office can become your biggest liability. One missed billing cycle, one misaligned fee schedule, one integration that doesn't hold — and you're not just losing efficiency, you're losing trust. Join John O'Connell of The Oasis Group, Seth Johnson of Envestnet, and Caitlin Douglas, COO of Elevation Point, for a candid conversation about what it actually takes to get billing right at scale. Together they'll walk through the real-world challenges aggregators face, the hidden costs of getting it wrong, and what a purpose-built billing solution can do that your portfolio management system simply can't.