Smart Kx is an intelligent billing and contract system developed for investment advisers:

• Contract Management: Smart Kx allows firms to fill, complete, generate, and view client contracts directly in the interface, eliminating manual administration of contracts.
• Fee Calculation: Through Smart Kx technology, the client contract is the fee calculator. This completely automates the billing process, eliminating manual data entry and review, fee inaccuracies and cumbersome manual Excel calculations.
• Full Disclosure and No Audit: The contract fully discloses the fee calculation method, values for calculation, and fee due while maintaining proof of the details on an immutable record. Because the contract is the fee calculator, traditional audits to compare the client contract, fee statement, and custodial statement are eliminated.