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 longer a manual report but instead a 365 system with perfect accuracies and real time calculations. 

Protect your firm from fee inaccuracies and manual processes, simplify your billing and reduce your audit time. Smart Kx integrates with your custodian and gives you more time and peace of mind. Even better – we make repapering contracts simple and quick. 

With Smart Kx you stay compliant and save time and resources - allowing you to drive even more revenue.