Smart Kx Recognized for “Near-Perfect User Rating” in 2024 T3/Inside Information Software Survey

Dallas, Texas – Smart Kx, a leading provider of financial technology solutions, is proud to announce its achievement in the 2024 T3/Inside Information Software Survey. The survey, known for its comprehensive analysis of fintech solutions in the financial planning and investment advisory sector, has recognized Smart Kx for achieving a “near-perfect user rating”.

The 2024 survey, conducted by renowned industry experts Joel Bruckenstein of T3 and Bob Veres of Inside Information, attracted responses from 2,917 financial professionals. It covered over 800 programs and services across 38 fintech categories, providing deep insights into market trends, user satisfaction, and software efficacy.

Smart Kx’s recognition in this year’s survey highlights its commitment to delivering high-quality, user-friendly advisor billing solutions.

“We are honored to receive such high ratings from the users of our solutions,” said Lacey Shrum, founder of Smart Kx. “This recognition validates our efforts to provide top-tier technology that empowers financial professionals to excel in their field.”

The T3/Inside Information Software Survey serves as a vital tool for firms making informed software decisions and striving to maintain a functional tech stack in a rapidly shifting market. Smart Kx’s acknowledgment in this survey positions it as a frontrunner in the fintech industry, dedicated to enhancing billing efficiency through technology.

Learn more about T3 and review the complete survey

About Smart Kx

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 about Smart Kx and its innovative automated billing solutions, please visit