New Advisory Board Members Join Smart KX to Drive Strategic Growth

Dallas, Texas, September 12, 2023 – Smart KX, a software solution for financial advisors focused on operational automation, is pleased to announce the appointment of two industry leaders to its advisory board. Clifton Schaller and Shawn Preisler will provide valuable insights, strategic direction, and an influential network effect, advancing Smart KX toward increased success and growth.

Introducing Our New Advisory Board Members

Clifton Schaller

A trailblazer within financial services, Clifton Schaller brings a wealth of strategic knowledge to the Smart KX team. As a respected strategic operator in WealthTech, Clifton Schaller brings a deep understanding of operational excellence, strategic execution and change/risk management effectiveness to the Advisory Board. Clifton’s expertise will support Smart Kx’s maximization for growth investments, expand our network effect and drive value creation.

Clifton brings collective experience from – Capital One, Nitrogen (formerly Riskalyze), and Morningstar.

Shawn Preisler

With over two decades of experience in financial services, Shawn Preisler is renowned for his innovative approach to scaling businesses. Leveraging extensive expertise, Shawn has been CEO and CCO in the BD/RIA space, and more recently has proven to consistently drive exponential growth for organizations in Wealthtech by implementing operational efficiencies and scalable go-to-market strategies. Shawn’s insights and expertise will play a pivotal role in shaping Smart KX’s expansion strategies and enhancing market positioning.

Shawn brings collective experience from – Advicent Solutions, Nitrogen (formerly Riskalyze), and Wealthbox.

Enabling Strategic Growth

Our new advisory board members’ strategic expertise and network influence will significantly contribute to Smart KX’s growth and scaling endeavors. By leveraging their collective insights, we are poised to:

  • Get Smart KX tools into the hands of advisors actively growing their business,
  • Enhance our integration offerings and partnerships to align with firms’ needs, and
  • Strengthen our marketing positioning and brand recognition throughout wealth tech

“I’m so excited to bring Clifton and Shawn onto our team, each brings unique talent to the group. The power combination of Shawn’s go-to-market track record and Clifton’s corporate strategy expertise will propel Smart KX, and ultimately the advisor, to new heights in serving clients and providing a delightful client experience.”

Smart KX helps financial advisors onboard clients quickly and accurately, provides fee clarity, and drives growth for the advisor, team, and their clients. For more information, visit