What eTIMS Billing Software does for a investment advisor
eTIMS billing files a compliant tax invoice with KRA on every sale, with no manual entry. For a investment advisor, the value shows up exactly where the work is hardest.
Investment advisors track client portfolios, investment performance, fees and regulatory compliance. Investment advisor margins come from management fees on assets under management.
Clients and regulators expect transparent fees and strong investment performance. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Investment Advisors run differently, and the software should too
A generic till misses the details that decide whether a investment advisor makes money. These are the ones that matter:
- 1
The daily reality
Client account and portfolio tracking. eTIMS Billing Software built for a investment advisor turns that into a number you can act on, and you also issue a KRA compliant eTIMS invoice on every sale.
- 2
Where the margin leaks
Investment performance measurement. eTIMS Billing Software built for a investment advisor turns that into a number you can act on, and you also queue invoices offline and submit when reconnected.
- 3
What slows the counter
Fee calculation and billing. eTIMS Billing Software built for a investment advisor turns that into a number you can act on, and you also keep a clean audit trail you can export in one click.
- 4
What buyers expect
Regulatory compliance. eTIMS Billing Software built for a investment advisor turns that into a number you can act on, and you also give registered buyers the invoice they need to claim input VAT.
What to look for in eTIMS Billing Software for a investment advisor
- eTIMS filing built in, not a separate fee. This matters for a investment advisor because of client account and portfolio tracking.
- Offline queueing so an outage does not stop billing. This matters for a investment advisor because of investment performance measurement.
- An exportable audit trail. This matters for a investment advisor because of fee calculation and billing.
- Support that handles KRA onboarding with you. This matters for a investment advisor because of regulatory compliance.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real investment advisor example
A Nairobi investment advisor managing KES 100 million for 20 clients cannot track individual portfolios or performance.
- Client account and portfolio tracking.
- Investment performance measurement.
- Fee calculation and billing.
- Issue a KRA compliant eTIMS invoice on every sale.
- Queue invoices offline and submit when reconnected.
- Keep a clean audit trail you can export in one click.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Clients and regulators expect transparent fees and strong investment performance.
eTIMS billing files a compliant tax invoice with KRA on every sale, with no manual entry. Here is what that looks like with Veira:
- Issue a KRA compliant eTIMS invoice on every sale
- Queue invoices offline and submit when reconnected
- Keep a clean audit trail you can export in one click
- Give registered buyers the invoice they need to claim input VAT
Related questions
Frequently asked questions
Is eTIMS Billing Software hard to set up for a investment advisor?
Does it keep working offline?
Does it handle M-Pesa for a investment advisor?
Is it KRA eTIMS compliant?
How much does eTIMS Billing Software cost for a investment advisor in Kenya?
Can it run more than one investment advisor?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one investment advisor or several across Kenya, Veira gives you eTIMS billing that fits the trade instead of fighting it. Book a free demo and see it work with your own investment portfolio management.