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Smart Kx
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RIA firms want to modernize their back-office billing and contract processes but many have implemented manual processes of drafting, calculating, and auditing fees. This leads to stressed staff and leaves room for human error, lost revenue, and regulatory risk.Smart Kx automates your fee calculation process so your team can confidently serve clients. Don't stay bogged down in old-fashioned, risky processes that risk embarrassing your advisors with billing and contract mistakes. Smart Kx automates your fee calculation process so your team can confidently serve clients. Don't stay bogged down in old-fashioned, risky processes that risk embarrassing your advisors with billing and contract mistakes.