BillPro is a modern, customizable billing engine designed for institutional wealth management firms. It handles complex fee arrangements with precision, replacing manual payment processes with a seamless, transparent billing experience that builds client trust and supports scalable growth.
Bill smarter, faster, and with complete confidence
Your clients’ investment needs are unique, and offering a one-size-fits-all service package won’t cut it. BillPro adapts to your complex billing needs, handling intricate fee arrangements with the greatest accuracy. While BillPro produces precise billing files, external clients and custodians handle actual debiting to maintain clear responsibility boundaries.
SMArtX Analytics gives asset managers powerful insights to grow their businesses. Gain a comprehensive view of your book of business, review detailed data on advisor activity, and uncover new opportunities to expand your reach. Analytics is backed by real-time platform data designed to inform smarter decisions.
Leverage our curated platform of third-party investment managers and strategies directly within the SMArtX interface. Gain access to a wide range of model portfolios, SMAs, and trusted strategies to streamline portfolio distribution and investment allocation.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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