Product Description
About this Product
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.
About 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.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.