AUM is a Vanity Metric

Revenue tells the real story.

Smart Kx modernizes how advisory firms calculate fees, increasing revenue precision and eliminating the operational complexity created by legacy quarterly billing methods.

Calculating fees for

$ 0 B AUM

Smart Recon

Stop letting four days a year determine your revenue

Capture what you've earned with smarter, more accurate fee calculations.

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Revenue Metrics

You can't grow what you won't measure.

Know what your revenue should be. Then find out why it isn't.

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Revenue Intelligence

Growth is great. Know where it's coming from.

Separate market momentum from the growth your business actually creates.

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hi hi! You may recognize me by my floral background, but I've spent 15 years in the weeds of RIA revenue.

Most firms know what they billed. Fewer can tell you whether they billed correctly, what they missed, or why revenue changed. That's the problem I built Smart Kx to solve.

Along the way, I've learned a few things about how RIAs make (and miss) money.

I share the stories, practical tips, and occasional unpopular opinions over on the Smart Kx LinkedIn page. See you there! ✌LS

Lacey Shrum

Founder, Smart Kx

Customers

Why Smart Kx?

Revenue Reimagined

For too long, RIA revenue has been treated as just another report, overlooked and undervalued. Firm revenues suffer as a result. Our three-step system puts revenue at the center of your business. We calculate AUM fees precisely based on your client agreements, highlight where revenue is missing or undercharged, and give you the tools to take immediate, compliant action.

Onboard in Seconds

Smart Kx delivers client agreements and required documents to new and acquired clients in seconds, not days. Skip the back-office bottleneck and convert new clients immediately with clear, accurate disclosures.

Collect Revenue Fast

Once the assets arrive, you can collect revenue immediately. No more moving fee information from the agreement into another system. Smart Kx shortens the time between your prospect’s “yes” and your revenue collection from weeks to seconds allowing you to scale your business fast.

Optimize Revenue

Get a real-time view of your firm’s total revenue, blended fee rate, and which clients are over- or under-paying based on your stated fee schedules. Make informed, profitable decisions instantly. When adjustments are needed, Smart Kx lets you update fees quickly, easily, and in compliance.

Get from "Yes" to Revenue Faster

Watch how we take your old clunky fee process into an automated revenue system.

Testimonials

“Our goal is to give advisors more transparency, control and confidence in their businesses. By partnering with Smart Kx, we’re eliminating outdated, manual billing processes and replacing them with proactive, intuitive tools that enhance accuracy, efficiency and client trust.”

Andree Mohr, President at Integrated Partners

"Smart Kx has been a game-changer for our client billing processes. No more headaches over manual fee calculations. Everything is now streamlined and matches up with our Form ADV. We’re saving about a week every quarter allowing our team to focus on what matters - our great clients and new prospects."

Chris C, State Registered RIA

"Before Smart Kx, fee calculations were getting more and more complicated as we grew our AUM. Now, it's smooth sailing—quick, easy, and always accurate. It’s like having an extra employee. The best part about a dedicated tool for RIA fee billing is the peace of mind it brings. We always trust that our fees are always calculated correctly, allowing us to focus on growing the business."

Allen G

"We were an early adopter, and from day one I could see the care and expertise behind the product. It’s built on real-world challenges, and every innovation addresses a real need. The product gives me assurance in our revenue and it’s clear the team is thinking far beyond that, anticipating other ways things could slip and solving them before they become problems."

Kellen L

"There is no doubt this method the fairest for all parties- the client, the firm and the advisor."

Cory S

As Seen On

Integrations

We believe that data should be consistent and available in all the places it is needed. We have built and continue to explore integrations with key technologies.

Learn More

Redtail

Send data from Redtail into the contract, then send it to the prospect for signing. Signed contracts are automatically stored in Redtail Imaging and contact status in Redtail is synced.

Wealthbox

Integrate data from Wealthbox right into the contract and dispatch it for the prospect’s signature. Initiate corresponding workflows in Wealthbox.

Charles Schwab

Receive account information into Smart Kx to draft client specific fee disclosures and calculate fees.

Hellosign

Use Smart Kx to complete a document with client data and send for signature.

Experience the Simplicity of a Complete Revenue System.

Discover how Smart Kx can optimize your firm’s revenue today.