Set Up Your RIA Billing Correctly From Day One
Designed for advisors launching their own RIA.
Smart Kx helps new RIAs:
- Set up billing correctly for state registration
- Automatically calculate advisory fees
- Generate compliant billing invoices
- Send invoices directly to clients
So you can focus on clients instead of spreadsheets.
Is Smart Kx Right for You?
Smart Kx is built specifically for advisors launching their own RIA.
- Starting an independent RIA
- $0–$100M AUM and growing
- No operations or billing team
- Want confidence your billing is compliant
- Prefer not to manage spreadsheets
- Want billing set up correctly from day one
If that sounds like your situation, Smart Kx can help you set up billing correctly from day one.
Set Up Billing Correctly From the Start
Before launching an RIA, your state regulator must approve your registration. As part of that process, regulators review your Form ADV, including how your advisory fees are calculated and billed.
Many states also require advisors to produce and disclose clear billing invoices showing how client fees were calculated.
Smart Kx helps establish a billing methodology that aligns with your ADV disclosures and automatically generates state-appropriate billing invoices that can be emailed directly to clients.
This ensures your billing is clear, consistent, and ready for regulatory review from day one.
Smart Kx Benefits
- Align billing with ADV disclosures
- Generate clear billing invoices
- Maintain consistent methodology
- Ready for regulatory review
Automatic AUM Fee Calculations
Clear, accurate billing every cycle.
No spreadsheets
All fee calculations are handled automatically within Smart Kx.
No Manual Math
Advisory fees are calculated based on your fee schedules and client accounts.
No Second Guessing
Consistent calculations give you confidence your billing is correct.
Confidence You're Doing It Right
Billing mistakes create compliance risk and unnecessary client conversations.
Smart Kx ensures your advisory fees are calculated consistently and correctly, giving new RIAs confidence their billing process is accurate and defensible.
What Advisors Say
“When you start your own firm, billing is one of those things you don’t want to get wrong. Smart Kx gave me confidence the calculations were correct and compliant.”
“As a solo advisor without an operations team, Smart Kx handles the math so I don’t have to second-guess billing each quarter.”
“Leaving a larger firm meant handling everything myself. Smart Kx made billing simple so I could focus on growing the business.”
Want to Level Up Your Billing?
Many RIAs also adopt Smart Recon, a modern billing method that expands fee calculations from four market days to all market days.
Easier billing operations
Smart Recon simplifies billing by automatically calculating fees across all market days.
More consistent calculations
Fees are calculated using a uniform methodology that reduces variability.
Greater transparency for clients
Clients can clearly see how their advisory fees are calculated.
Typically higher revenue
Billing across all market days often results in more accurate and slightly higher fee capture.
Many RIAs start with traditional billing and adopt Smart Recon as they grow.
Experience the Simplicity of Automated Fee Billing
Discover how Smart Kx can transform your client billing process, accelerating revenue and enhancing client satisfaction.
