About Us
Why Smart Kx?
As an attorney and outside compliance consultant, I witnessed RIAs continually struggle with revenue.
Onboarding a new client took weeks. Fees were difficult to calculate and often wrong. Firms lost money through a lengthy manual and error prone onboarding process. Contracts-versus-fees only matched 40% of the time when audited by regulators. And the billing cycle took months.
I built a better way.
RIA firms run into two common problems during their onboarding and revenue:
Our Team
Lacey Shrum
Founder and CEO
Nawar Nory
Chief Technology Officer
Jasper Tung
Technical Project Manager
Courtney Schubert
Fractional CMO
Clifton Schaller
Advisory Board Member
Shawn Preisler
Advisory Board Member
Experience the Future of Client Onboarding
Discover how Smart Kx can transform your client onboarding process, accelerating revenue and enhancing client satisfaction.