Free
Get started at no cost.
$0
- 1 Seat
- 3 Households
- Finalize Client Agreements
- Collect Signatures
- Fee Calculations
- Invoices
- Access to Integrations
Essentials
Best Value
Advanced tools and integrations for growing businesses.
$99
/month
- All Features in Free
- 2 Seats
- 20 Households
- 4 Contract Templates
- 6 Client Onboards
Premium
Complete package with customized firm branding options.
$225
/month
- All Features in Essentials
- 5 Seats
- 50 Households
- Unlimited Contract Templates
- 15 Client Onboards
- Firm Branding for Client Communications
Enterprise
Contact Us for more information about our services for:
- Firms with over 500M in AUM
- Onboarding acquired firms onto legacy systems
- Rollup or transitioning firms
Free
Get started at no cost.
$0
- 1 Seat
- 3 Households
- Finalize Client Agreements
- Collect Signatures
- Fee Calculations
- Invoices
- Access to Integrations
Essentials
Best Value
Advanced tools and integrations for growing businesses.
$110
/month
- All Features in Free
- 2 Seats
- 20 Households
- 4 Contract Templates
- 6 Client Onboards
Premium
Complete package with customized firm branding options.
$250
/month
- All Features in Essentials
- 5 Seats
- 50 Households
- Unlimited Contract Templates
- 15 Client Onboards
- Firm Branding for Client Communications
Enterprise
Contact Us for more information about our services for:
- Firms with over 500M in AUM
- Onboarding acquired firms onto legacy systems
- Rollup or transitioning firms
Plan Comparison
Free
Essentials
Premium
Seats
1
2
5
Households
3
20
50
Access to Integrations
Client Onboarding
Contract Templates
2
4
Unlimited
Client Onboards
3
6
15
Finalize Client Contract with Exhibit A
Complete client contracts with attached Exhibit A for clarity and compliance.
Billing
Fee Calculation
Automatically calculate fees based on client specifics, ensuring accurate billing.
Custodial Fee File
Generation and delivery of custodial fee file.
Invoices
Generate and send clear, concise invoices, streamlining the billing process.
Annual Firm Disclosures
Effortlessly create and distribute annual firm disclosures, keeping clients informed.
Client Communications
Invoices
Customized invoices tailored to your firm’s needs.
Customized Firm Branding
Individual Client-Specific Fee Disclosures (Exhibit A)
Email unique fee disclosure statements, providing fee transparency to each client.
Customized Firm Branding
Annual Disclosures
Deliver your annual disclosures quickly by email to one or all of your clients.
Customized Firm Branding
Delivery
Customizable email capabilities to deliver client documents by email or directly to your portal.
Customized Firm Branding
Experience the Future of Client Onboarding
Discover how Smart Kx can transform your client onboarding process, accelerating revenue and enhancing client satisfaction.