Smart Kx

At SmartKx, we streamline revenue management for RIAs by uniting three critical components: fee documentation, billing calculations, and revenue reporting into one seamless platform. Traditionally, advisors had to manually transfer data between agreements, spreadsheets, and reporting tools. This process was inefficient, error-prone, and often neglected. We built SmartKx to eliminate that fragmentation. Automatically sync client agreements with billing logic and revenue calculations, ensuring accuracy and consistency across your business. Calculate your AUM fees fast with automated alerts and workflows, eliminating stress and expense. Access to powerful forecasting and revenue insights at both the firm and client level so you can make informed, strategic decisions. As you refine your revenue strategy, SmartKx makes it easy to collect fees, implement intelligent fee changes, document updates, and capitalize on business growth opportunities without the manual overhead.