OUR SOLUTIONS
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
Features
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.
OUTSOURCING BUILT FOR MODERN ADVISORS & GROWING FIRMS
SMArtY is built for independent and fee-sensitive advisors looking to optimize their cost structure and access institutional-quality investments while minimizing trading, investment and operational burdens. Advisors who wish to operate as a portfolio manager, scale their business, or focus on high-value, revenue-generating activities benefit from moving to the SMArtY platform.