Automate your RIA fee billing

Smart Kx simplifies contracts and collecting revenue for Registered Investment Advisors with flawless fee billing software. Spend more time with clients and growing your business by streamlining your fee billing process.

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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:

Onboard Clients in Seconds

When a prospect says “YES” use Smart Kx to immediately send your ADV and Privacy Policy, finalize and send the Client Agreement for signature, and deliver a customized welcome email. Instead of returning to the office to start paperwork that takes your team hours, convert your prospect immediately.

Provide Fee Clarity

Smart Kx provides a clean and easy to read fee schedule deliverable with your firm’s logo and disclosures. It can be printed or emailed to your client directly. This deliverable helps you truly be transparent and avoid the most common regulator deficiency, fee accuracy.

Collect Revenue Fast

Once the assets arrive, you can collect revenue without moving fee information 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.

"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. Lacey helped standardize our fee schedules sav ing headache. It’s like having an in-house billing specialist, which is a huge benefit for any RIA."

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 Automated Fee Billing

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