Optimize Revenue & Scale Growth

Smart Kx streamlines your entire revenue cycle from documentation to calculation to analysis. Accurately calculate revenue, identify gaps or lost income, and make smarter adjustments to drive better decisions.

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Why Smart Kx?

Revenue Reimagined

For too long, RIA revenue has been treated as just another report, overlooked and undervalued. Firm revenues suffer as a result. Our three-step system puts revenue at the center of your business. We calculate AUM fees precisely based on your client agreements, highlight where revenue is missing or undercharged, and give you the tools to take immediate, compliant action.

Onboard in Seconds

Smart Kx delivers client agreements and required documents to new and acquired clients in seconds, not days. Skip the back-office bottleneck and convert new clients immediately with clear, accurate disclosures.

Collect Revenue Fast

Once the assets arrive, you can collect revenue immediately. No more moving fee information from the agreement into another system. Smart Kx shortens the time between your prospect’s “yes” and your revenue collection from weeks to seconds allowing you to scale your business fast.

Optimize Revenue

Get a real-time view of your firm’s total revenue, blended fee rate, and which clients are over- or under-paying based on your stated fee schedules. Make informed, profitable decisions instantly. When adjustments are needed, Smart Kx lets you update fees quickly, easily, and in compliance.

Get from "Yes" to Revenue Faster

Watch how we take your old clunky fee process into an automated revenue system.

Testimonials

"Smart Kx has been a game-changer for our client billing processes. No more headaches over manual fee calculations. Everything is now streamlined and matches up with our Form ADV. We’re saving about a week every quarter allowing our team to focus on what matters - our great clients and new prospects."

Chris C, State Registered RIA

"Before Smart Kx, fee calculations were getting more and more complicated as we grew our AUM. Now, it's smooth sailing—quick, easy, and always accurate. It’s like having an extra employee. The best part about a dedicated tool for RIA fee billing is the peace of mind it brings. We always trust that our fees are always calculated correctly, allowing us to focus on growing the business."

Allen G

Smart Kx has cut my billing time in half, but what really stands out is the peace of mind of having the AUM fee expert. Knowing an expert is just a phone call away when questions or adjustments come up makes my whole team confident in our billing process.

Cory S

Integrations

We believe that data should be consistent and available in all the places it is needed. We have built and continue to explore integrations with key technologies.

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Redtail

Send data from Redtail into the contract, then send it to the prospect for signing. Signed contracts are automatically stored in Redtail Imaging and contact status in Redtail is synced.

Wealthbox

Integrate data from Wealthbox right into the contract and dispatch it for the prospect’s signature. Initiate corresponding workflows in Wealthbox.

Charles Schwab

Receive account information into Smart Kx to draft client specific fee disclosures and calculate fees.

Hellosign

Use Smart Kx to complete a document with client data and send for signature.

Experience the Simplicity of a Complete Revenue System.

Discover how Smart Kx can optimize your firm’s revenue today.