We automate fee billing so advisors can grow their business.

See how Registered Investment Advisors are worrying less about paperwork and collecting revenue and spending more time with their clients.

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Why Smart Kx?

Elevate Your Experience

From seamless integrations to impeccable accuracy, discover why leading firms trust Smart Kx for their client onboarding and revenue collection. Experience the difference today. Our unique advantages include:

"Smart Kx's fee expertise and personal service give me peace of mind, allowing me to spend my time with clients more effectively."

Chris, a State Registered RIA

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

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

Wealthbox

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

Charles Schwab

Charles Schwab

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

Hellosign

Hellosign

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

Experience the Future of Client Onboarding

Discover how Smart Kx can transform your client onboarding process, accelerating revenue and enhancing client satisfaction.