Enterprise Billing Solutions for TAMPS, Asset Managers, Wealth Advisors, and Custodians

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Originally built for SMArtX clients, BillFiX is now available to everyone.

Let’s Get Started

Originally built for SMArtX clients, BillFiX is now available to everyone.

Let’s Get Started

Automate Billing and Reduce Errors

Created by SMArtX Advisory Solutions, BillFiX caters to both large enterprises and individual RIAs, offering a simple and automated billing solution. For home offices, BillFiX enables both control over every aspect of the billing cycle and the flexibility to handle even the most complex billing arrangements.

SMArtX introduced BillFiX to clients in October 2022. The powerful solution, which is already servicing over $10 billion in assets, is now available to anyone.

 

Ready to simplify your billing process?

Fix Your Billing Process:

  • Tiers, breakpoints, and shared fee
  • Fee blotter
  • Preset, automated workflows
  • Customizable billing schedules
  • Cloud-based with API data feeds
  • Billable and non-billable assets

The BillFiX Effect:

A SMArtX client reportedly found over $200mm in unbilled assets, resulting in an extra $2mm in revenues”

Another client reallocated 90% of their billing resources to direct revenue producing activities”

The BillFiX Effect:

A SMArtX client reportedly found over $200mm in unbilled assets, resulting in an extra $2mm in revenues”

Another client reallocated 90% of their billing resources to direct revenue producing activities”

Learn more about SMArtX at www.smartxadvisory.com