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SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal

The Innovative Enhancement Gives Advisors a Complete Picture of Revenue Across Their SMArtX Book of Business

We’re excited to announce the launch of the Billing Experience feature within the SMArtX Advisor portal. This new addition empowers advisors with unprecedented visibility into the economics of their practice.

We believe billing is the lifeblood of every advisory practice. At the end of the day, the health of an advisor’s firm is measured in revenue generated for the services they provide their clients. We want to provide advisors building their businesses on the SMArtX platform with the analytics that drive critical insights and growth.

The Billing Experience transforms billing from a fundamental operational requirement into a tool to drive growth and revenue, surfacing the key metrics advisors need to understand how to optimize fees, service offerings, and client acquisition strategies.

Through the new feature, advisors can more effectively leverage data to identify top-performing client segments and service offerings. This critical information was historically obfuscated – data was buried in spreadsheets that may or may not have been provided to advisors, at least not in a way that supported any sort of insightful analysis.

Now, advisors have direct access to the data, aggregated into analytics that help advisors manage their practice and grow their business.

Workflow Management

The new experience surfaces all the information advisors need to make sure their firm is running smoothly


Key metrics around assets and fee revenue allow advisors to quickly identify opportunities and risks


Instead of digging through spreadsheets, advisors can easily surface any necessary data point right from the app


Ultimately, SMArtX is successful when our advisors are successful. We saw a gap in their ability to gain a clear view of AUM, fee breakdowns, and account details – the data they need to identify what’s working and what isn’t at their firms.

The Billing Experience closes that gap so they can make better business decisions faster.

This feature is now available to SMArtX users! If you’d like to turn on the new Billing Experience, contact us here.