Smartkx
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Overview
Tagline Brand's website · 2026-10-04
Smart Kx eliminates the operational complexity and revenue loss associated with legacy quarterly billing methods for RIAs. It enables instant client onboarding, immediate revenue collection upon asset arrival, and provides real-time, precise revenue visibility to identify and correct undercharged fees, all while ensuring compliance.
Description Brand's website · 2026-10-04
Smart Kx modernizes how advisory firms calculate fees, increasing revenue precision and eliminating the operational complexity created by legacy quarterly billing methods. It provides an automated revenue system for RIAs to onboard clients, collect revenue, and optimize their fee structures efficiently and compliantly.
Offerings
Core capabilities Brand's website · 2026-10-04
- Smart Kx offers an automated revenue system that precisely calculates AUM fees
- streamlines client onboarding and document delivery
- and provides real-time insights for revenue optimization. It includes a specific feature called Smart Recon for further revenue optimization.
Audience
Target industry Brand's website · 2026-10-04
Registered Investment Advisors (RIAs), advisory firms, and wealth management firms with assets under management (AUM).
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Claim Smartkx — free →Page last updated 2026-10-04.