Client Login

About Us

Why Smart Kx?

As an attorney and outside compliance consultant, I witnessed RIAs continually struggle with revenue.

Onboarding a new client took weeks. Fees were difficult to calculate and often wrong. Firms lost money through a lengthy manual and error prone onboarding process. Contracts-versus-fees only matched 40% of the time when audited by regulators. And the billing cycle took months.

I built a better way.

RIA firms run into two common problems during their onboarding and revenue:

1. Advisors do not have an easy actionable process after a prospect says "YES!"

2. Documenting, setting up, and collecting revenue is disjointed and causes errors and lost revenue

Our Team

Lacey Shrum

Lacey Shrum Founder and CEO

Nawar Nory

Nawar Nory Chief Technology Officer

Jasper Tung

Jasper Tung Technical Project Manager

Courtney Schubert

Courtney Schubert Fractional CMO

Clifton Schaller

Clifton Schaller Advisory Board Member

Shawn Preisler

Shawn Preisler Advisory Board Member

Experience the Future of Client Onboarding

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