Hourly Fiduciary Time Tracking & Client Invoicing for Advisors
Transparent time management for fee-only and hourly financial advisors. Track comprehensive plan preparation, portfolio rebalancing, and client consultations with audit defense.
Start Tracking FreeSupporting Fee-for-Service Financial Advisory Models
As the wealth management industry shifts toward fee-only hourly models, advisors must track every minute of financial plan creation and research. TimeAxis provides defensible, timestamped billing records.
How Professionals Use TimeAxis
Designed around authentic day-to-day workflow demands.
Client Account Setup
Create accounts by Family or Corporate Client with agreed hourly advisory rates.
Fiduciary Activity Logging
Log time under Tax Planning, Estate Review, Investment Strategy, and Client Meetings.
Fee-for-Service Invoicing
Generate itemized billing statements showing exact planning activities and time spent.
Key Platform Capabilities
Features built directly into the TimeAxis engine.
Fiduciary Audit Defense
Complete timestamped task descriptions satisfy compliance requirements.
Fractional Decimal Logging
Capture brief client phone consultations in 0.1-hour (6-minute) increments.
Isolated Workspace Security
Multi-tenant architecture ensures strict confidentiality for high-net-worth client accounts.
Frequently Asked Questions
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