Smart Kx

Smart Kx is an intelligent billing and contract system developed for investment advisers. Created and built by an RIA attorney with compliance and business efficiencies first of mind, Smart Kx starts with the contract and makes it the calculator. Your revenue calculation is no longer a manual report but instead a dynamic 365 system with perfect accuracies and real time calculations. Protect your firm from fee inaccuracies, simplify billing, repaper with ease and eliminate the audit. Smart Kx integrates with Charles Schwab to give you more time and peace of mind.