# Smartkx

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/smartkx
- **Dataset:** https://optimly.ai/brand/smartkx.json
- **Markdown:** https://optimly.ai/brand/smartkx/llms.txt
- **Official website:** https://smartkx.io
- **Slug:** smartkx
- **Categories:** wealth-management-investing

## Overview

- **Tagline:** 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.
Source: Brand's website (https://smartkx.io) · 2026-10-04

- **Description:** 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.
Source: Brand's website (https://smartkx.io) · 2026-10-04

## Offerings

- **Core capabilities:**
  - 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.
Source: Brand's website (https://smartkx.io) · 2026-10-04

## Audience

- **Target industry:** Registered Investment Advisors (RIAs), advisory firms, and wealth management firms with assets under management (AUM).
Source: Brand's website (https://smartkx.io) · 2026-10-04

Page last updated 2026-10-04.