Smart Kx
Smart Kx is a software solution that automates the fee billing process for Registered Investment Advisors, providing accurate fee calculations and compliance management. It integrates with CRM systems like Redtail and Wealthbox to streamline client onboarding and enhance operational workflows.
- Category: Revenue Management
- Location: Dallas, Texas, United States
- Founded: 2018-08-01
- Total funding: 750000
- Website: https://smartkx.io
Product & Features
- Create unlimited fee schedules tailored to each client's unique requirements for enhanced customization.
- Simplify client onboarding by importing data from CRMs or entering it manually for quick setup.
- Automate the dispatch of client agreements and essential documents for a seamless transition into services.
- Generate detailed reports and alerts to optimize account management and streamline the billing process.
- Maintain regulatory compliance effortlessly with automated fee schedule generation and compliance document dispatch.
- Integrate seamlessly with leading CRM systems and other platforms for enhanced productivity and data flow.
- Ensure client data security with Two-Factor Authentication and data obfuscation measures.
- Provide comprehensive training and ongoing support to ensure a smooth transition to the billing platform.
Notable Customers
- IPX Retirement
- Inspira Financial
- American Trust Retirement Consulting Services
- Stephanie Dannebaum Consulting
Founders & Team
- Lacey Shrum — Founder and CEO
Integration partners
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Frequently Asked Questions
What is Smart Kx?
Smart Kx is a software solution that automates the fee billing process for Registered Investment Advisors, providing accurate fee calculations and compliance management. It integrates with CRM systems like Redtail and Wealthbox to streamline client onboarding and enhance operational workflows.
What does Smart Kx do?
Create unlimited fee schedules tailored to each client's unique requirements for enhanced customization. Simplify client onboarding by importing data from CRMs or entering it manually for quick setup. Automate the dispatch of client agreements and essential documents for a seamless transition into services.
Who are Smart Kx's customers?
Smart Kx's customers include IPX Retirement, Inspira Financial, American Trust Retirement Consulting Services, Stephanie Dannebaum Consulting.
Who founded Smart Kx?
Smart Kx was founded by Lacey Shrum.
What category does Smart Kx fall under?
Smart Kx is a legal technology company in the Revenue Management category.
Where is Smart Kx based?
Smart Kx is based in Dallas, Texas, United States.