Business introduction
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
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.
Smart Kx Solutions
Smart Kx
Introducing Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts & fee billing. Created by RIA attorney and blockchain expert Lacey Shrum, Smart Kx starts with your contract and makes it the calculator. With our system, your revenue calculation is no......
