We automate client onboarding so advisors can close business fast.

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

AS SEEN ON

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'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.

Learn More

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 Future of Client Onboarding

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