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.

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.

Better Data

Better Control

Better Decisions

Better Billing

Benefits

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

Customizable to Your Firm’s Needs

Create unique billing processes directly within the SMArtX platform to streamline invoices for even the most complicated accounts.

Precise Handling for Complex Fee Arrangements

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

Automates Manual Processes

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

Seamless Billing Experience

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

Supports Scalable Growth

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

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.

Bundled or Unbundled Fees

Easily combine or separate specific fees for unique client arrangements.

Hierarchical Fee Scheduling

Automatically apply tiered or multi-level fee structures where desired.

Customizable Billing Cycles

Adjust billing frequencies as needed to fit your firm’s schedule and needs.

Custodian-Neutral Integration

Work seamlessly across multiple custodians without disruption.

Real-Time Tracking & Daily True-Ups

Ensure billing is always up-to-date and accurate with daily adjustments.

Transparent Fee Breakdowns

Clearly show clients exactly how fees are calculated and applied to their accounts.

Cash-Flow-Aware Billing

Adjust billing intelligently to align with client cashflow.

Support for Complex Fee Models

Handle basic to advanced fee structures along with custom-built billing processes to ensure accuracy for each client.

On-Demand Reporting & Adjustments

Create instant billing reports for clients and make changes as needed.