d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
Smart Kx
RIA fee billing and revenue software that ties client agreements to fee calculation and reconciliation
Dallas, TX, USsmartkx.ioNot yet confirmed by the company
What it does
Smart Kx is fee billing and revenue-management software for RIAs. It links each client's advisory agreement to the fee calculation, so firms bill what the contract says and can see where revenue is being missed.
The platform generates client agreements and required disclosures for new and acquired clients, pulls CRM data into contracts and sends them for e-signature, then calculates AUM fees from the signed terms. Smart Recon checks fees against agreements to find undercharging, and revenue metrics and intelligence views show total revenue, blended fee rate and how much growth comes from markets versus new business. Signed contracts are stored back in Redtail or Wealthbox, and Schwab account data feeds fee disclosures.
Founded by Lacey Shrum, an attorney and former outside compliance consultant, and based in Dallas, Texas. Pricing is not published; demos are by request.
Best for
- Serves
- RIAs
Features
- Client agreement generation
- E-signature contract workflow
- Agreement-based AUM fee calculation
- Fee reconciliation against contracts
- Revenue metrics and blended fee rate
- CRM workflow sync
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
Custodians supported
- Charles Schwab
- Inspira Financial
- IPX Retirement
Integrations
- HelloSign
- Redtail
- Wealthbox
Coverage from The Daily Network
Full coverage recordNo stories about Smart Kx yet.
Follow Smart Kx to get our reporting on it as it is published.
Other Portfolio management vendors
All alternatives to Smart Kx
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio managementCustom quote
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices