Cost Effective Automation That Improves Fee Accuracy and SEC Compliance

Smart Kx is the only system automating client fee calculation from start to finish by inputting it into the client agreement, ensuring fees are 100% accurate and exactly as the client agreed. With this low-cost, easy-to-implement solution, your firm can revolutionize your billing systems, increase revenues and drive higher valuations.

Add Smart Kx to your practice to improve fee accuracy and SEC compliance

Wealthramp Network Advisors can access Smart Kx for special pricing of $160/month for up to $100M AUM, or $200/month for up to $500 AUM, billed annually. That’s 20% off their Retail pricing!

All advisors in your firm are eligible for this discounted price if they sign up via this page. Please share Smart Kx with your entire team!

Schedule a 1:1 Smart Kx demo now

How Smart Kx Works

Individualized client fee schedules are created seamlessly
Smart Kx documents the fee schedule and enables advisors to disclose it to clients by email or within their client contract for signature
Fees are automatically calculated based on the fee disclosure
Advisors have more time with clients/prospects and ace regulators’ inquiry into fees versus contracts
Stop managing millions of dollars in excels
  • The SEC found most advisors fail in making sure the fee matches the client contract.
  • You know an SEC review is coming, and you need to be prepared. Smart Kx makes it easy to ensure contracts match fees. No worries about failing SEC exams because of fees.
Be prepared for your SEC exam
  • The SEC found most advisors fail in making sure the fee matches the client contract.
  • You know an SEC review is coming, and you need to be prepared. Smart Kx makes it easy to ensure contracts match fees. No worries about failing SEC exams because of fees.
Spend more time with clients and prospects
  • The SEC found most advisors fail in making sure the fee matches the client contract.
  • You know an SEC review is coming, and you need to be prepared. Smart Kx makes it easy to ensure contracts match fees. No worries about failing SEC exams because of fees.

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©2022, Wealthramp Inc. All Rights Reserved.

©2023, Wealthramp Inc. All Rights Reserved.