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Integrations

Easily add Smart Kx into your existing tech stack.

Dive into a world where Smart KX works hand-in-hand with your go-to applications. Our integrations are crafted to ensure that your billing processes, legal contracts, and fee calculations run smoothly and in sync with the platforms you already love. Experience reduced friction, enhanced automation, and a streamlined workflow, all courtesy of Smart Kx’s comprehensive integration capabilities.

CRM

Redtail

Redtail

Use Smart Kx to transfer data from Redtail straight into the contract, then send it to the prospect for signing. Upon receiving the signed contract, it’s automatically stored in Redtail Imaging, the contact status updates to “Client”, and the “Know Your Client” dates in Redtail are refreshed.

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Wealthbox

Wealthbox

Leverage Smart Kx to integrate data from Wealthbox right into the contract and dispatch it for the prospect’s signature. After the contract is endorsed, initiate the corresponding workflows in Wealthbox.

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Signature Collection

Hellosign

Hellosign

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

Custodians

Charles Schwab

Charles Schwab

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

Specialized Custodians

Need an integration with a specific custodian? Just let us know, and we’ll make it happen!

IPX Retirement

IPX Retirement

Inspira Financial

Inspira Financial

American Trust Retirement

American Trust Retirement

Consulting Services

Stephanie Dannebaum Consulting

Stephanie Dannebaum Consulting

Free Smart Kx workflows uploaded directly into Redtail or Wealthbox CRM.

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Experience the Future of Client Onboarding

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

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