"Now advisors can bill clients with the confidence of a modern product designed for flexibility, accuracy and ease-of-use – and in some cases, discover new revenue," said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. SMArtX billing can be available as early as the third business day, and manual options for intra-month account opening and closing are available. This scheduling includes a 'true up' reconciliation feature to account for intra-cycle cash flows and market movements to help avoid over or under billing clients. The preset bill scheduling, available in the billing module, can be applied from a sleeve all the way up to the firm level, and can have billing frequencies set for a monthly in arrears to quarterly in advance. Home offices can now control almost every aspect of the billing functionality within their platform. It's flexibility and customizable features automate the entire billing process, thus reducing manual tasks and increasing operational efficiency. SMArtX's enterprise billing application represents a major technology leap forward for our clients, who will benefit from a truly transformative experience.
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