Enterprise billing solutions for TAMPS, Asset Managers, Wealth Advisors. and Custodians.
BillFiX brings new innovation to the process of billing client accounts. By simplifying and automating many features, SMArtX has streamlined the workflow and improved accuracy by decreasing the opportunity for errors to occur.
Built to be robust and flexible, BillFiX is available to SMArtX clients as well as any other TAMP, wealth advisor, asset manager, or enterprise in the industry. It provides a simple, automated solution designed so home offices can retain control over every aspect of the billing cycle, while the technology remains flexible enough to handle even the most complex billing arrangements.
As with most aspects of SMArtX managed accounts technology, Application Programming Interfaces (‘APIs’) can be utilized to provide billing data into existing systems to avoid firms having to login to a new user interface.
Simple. Flexible. Accurate.
This is how billing is meant to be.
If you are an advisor, download the billing brochure below or CLICK HERE to learn more. If you are an enterprise firm and would like to explore how SMArtX can customize your solution for your entire platform, contact us.