Wealth management firms bill on a mix of AUM fees, retainers, and project work. Keito captures the advisory hours that make those bills defensible — reviewed and ready before they reach the client.
Quarterly billing review
Advisory billing
$48.6k
Active work
24
Reviewed
91%
Ready to bill
$18.4k
Time captured with context
time tracking for wealth management firms
Billing review complete
Client and project checked
Invoice evidence ready
Approved summary prepared
time tracking for wealth management firms needs more than a timer. The billing record has to keep client, project, approval, and invoice context together before the work reaches finance.
Record time by client, project, and team member role so billing reports reflect actual team composition without needing a separate tracking system per person.
Give project leads a combined view of who worked on what, what is billable, and whether the team effort matches the client story before invoice prep starts.
Produce summaries that explain team effort by deliverable, milestone, or service area so clients understand what they are paying for.
Wealth advisory billing
Wealth management firms have one of the more complicated billing mixes in financial services: AUM fees that depend on regular review work, retainer engagements that cover ongoing planning, and project work for estate planning, tax planning, and major life events. When a client questions a fee or asks why the planning charge changed quarter to quarter, the answer should already exist in a reviewed advisory record — not be reconstructed from calendar entries and email threads. Keito gives wealth advisors and planners a place to log advisory hours by client engagement, separate retainer work from project work, and review entries before fees and invoices are prepared. Compliance benefits as well: when regulators or auditors ask for evidence supporting fees, the record is structured and reviewable rather than scattered across calendars and CRM notes.
Track advisory work by client, engagement, and fee model
Separate retainer hours, project work, and AUM-related review activity
Produce reviewed records that support fee conversations and compliance
Workflow fit
Keito keeps time tracking for wealth management firms connected to client, project, billable status, approval, and invoice context before the work reaches finance.
Track advisory work by client, engagement, and fee model
Separate retainer hours, project work, and AUM-related review activity
Produce reviewed records that support fee conversations and compliance
Keito flat pricing means project leads can add contractors, specialists, and reviewers without facing a billing escalation each time the delivery team changes composition.
Keito is designed for teams who move fast. It captures the minimum needed for billing accuracy: client, project, task, and billable status, without turning every entry into a form.
Project leads can see all team contributions to a client engagement, not just their own entries, so the billing review is a single step rather than an aggregation exercise.
The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.
Wealth advisory billing
Keito keeps time tracking for wealth management firms tied to clients, projects, billable status, approvals, and billing summaries in one workspace.
Typical setups capture time in one tool and rebuild the billing explanation later from exports, comments, or spreadsheet cleanup.
Review before invoicing
Managers review entries before they become invoice evidence, so missing context is fixed internally rather than during a client dispute.
Raw timer exports usually reach finance before delivery leads have confirmed whether the work is billable, complete, or client-ready.
Predictable team pricing
Flat-rate plans let delivery staff, reviewers, contractors, and finance users participate without per-seat pricing friction.
Per-seat time trackers make teams choose between clean billing participation and controlling tool spend.
The best way to manage time tracking for wealth management firms is to capture work at source, attach it to the right client and project, review it before invoicing, and use the reviewed record as billing evidence. Keito is built around that workflow so time, approvals, and invoice context stay connected.
Yes. Keito helps with time tracking for wealth management firms by tracking work by client, project, task, person, billable status, and review state, then turning approved records into client-ready summaries. That makes the data useful for billing, profitability, and client reporting rather than just attendance.
Keito is different because it treats time as billing evidence, not just duration. A generic timer records how long something took; Keito records who did the work, where it belongs, whether it was reviewed, and how it should appear in client billing context.
A project lead or delivery manager should review time tracking for wealth management firms before invoicing because they can confirm whether the work is billable, complete, and explained in client language. Keito gives reviewers a shared workspace for checking team entries before the billing record leaves the delivery team.
A client-ready time tracking for wealth management firms report should include the client, project, task, contributor, billable status, approval state, and a concise explanation of the work completed. Keito keeps those details connected so reports can answer client questions without exposing internal delivery noise.
Solo includes 1 licensed user, unlimited AI agents, Mac desktop and iOS apps, Stripe payments, and standard CSV and Excel exports. Pro adds your team. Business adds integrations, planning, advanced reporting, and stronger controls.
1 licensed user
For independent consultants, freelancers, and small studios running work with AI agents.
Team collaboration
For teams that need shared workspaces, approvals, and team-level project visibility.
Advanced operations
For organizations that need integrations, planning, advanced reporting, and stronger controls.
AI agents do not require licenses on any plan.
Solo, Pro, and Business can use API keys for agent workflows.
Solo, Pro, and Business include standard CSV and Excel data export.
Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.