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BillPro

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

Drive Growth With Automated, Modern Billing Features

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.

Image of a bar chart, referring to Better Billing, one of the benefits of BillPro

Better Data

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Better Control

Image of a lightbulb, with a check mark inside of it, referring to Better Decisions, one of the benefits of BillPro

Better Decisions

Image of a piece of paper with a money icon on it, referring to Better Billing, one of the benefits of BillPro

Better Billing

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Benefits

Institutional wealth management firms use BillPro to simplify the billing process and gain these benefits

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Customizable to Your Firm’s Needs

Create unique billing processes directly within the SMArtX platform to streamline invoices for even the most complicated accounts.
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Precise Handling for Complex Fee Arrangements

BillPro handles complex fee arrangements with accuracy, featuring transparent cost breakdowns and itemized bills.
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Automates Manual Processes

BillPro automates many rote tasks within the billing process so you can dedicate more time to advanced client tasks.
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Seamless Billing Experience

Unify your billing process within a single, intuitive platform to reduce steps and unnecessary overhead.
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Supports Scalable Growth

Maintain the same features and functionality throughout your firm’s lifespan with BillPro’s scalable capabilities.
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Builds Client Trust

Eliminate billing errors and instill trusts in clients that your firm maintains organized, clear, transparent billing processes.

Features

Simplify billing with advanced features that work with your firm’s client processes and workflow.

Image of 2 pieces of paper with a money icon and lock on both, one unlocked, one locked, representing one of SMArtX's features, Bundled or Unbundled Fees, which can help easily combine or separate specific fees for unique client arrangements.

Bundled or Unbundled Fees

Easily combine or separate specific fees for unique client arrangements.
Image of a bar chart, with a paper with a money icon in the back, representing one of SMArtX's features, Hierarchical Fee Scheduling, which helps automatically apply tiered or multi-level fee structures where desired.

Hierarchical Fee Scheduling

Automatically apply tiered or multi-level fee structures where desired.
Image of a calendar, with a graph and money icon, representing one of SMArtX's features, Customizable Billing Cycles, which can be used to adjust billing frequencies as needed to fit your firm’s schedule and needs.

Customizable Billing Cycles

Adjust billing frequencies as needed to fit your firm’s schedule and needs.
Image representing SMArtX's feature Custodian-Neutral Integration, which helps work seamlessly across multiple custodians without disruption.

Custodian-Neutral Integration

Work seamlessly across multiple custodians without disruption.
Analysis of a website, with a calendar and a clock, representing SMArtX's feature, Real-Time Tracking & Daily True-Ups

Real-Time Tracking & Daily True-Ups

Ensure billing is always up-to-date and accurate with daily adjustments.
Image of a website, showing data and graphs, with a calculator with a money sign on it, representing SMArtX's feature, Transparent Fee Breakdowns.

Transparent Fee Breakdowns

Clearly show clients exactly how fees are calculated and applied to their accounts.
Image showing increasing the income of a company, representing one of SMArtX's features, Cash-Flow-Aware Billing

Cash-Flow-Aware Billing

Adjust billing intelligently to align with client cashflow.
Image of a website, with several tools as a base representing one of SMArtX's features, Support for Complex Fee Models, which helps handle basic to advanced fee structures along with custom-built billing processes to ensure accuracy for each client.

Support for Complex Fee Models

Handle basic to advanced fee structures along with custom-built billing processes to ensure accuracy for each client.
Image of one of SMArtX's features: On-Demand Reporting & Adjustments, which helps create instant billing reports for clients and make changes as needed.

Reporting & Adjustments

Create billing reports for clients and make changes as needed.