Smart Kx
What it is
Smart Kx offers a comprehensive revenue management platform tailored for Registered Investment Advisors (RIAs), streamlining the entire revenue cycle from documentation to calculation and analysis. By accurately calculating assets under management (AUM) fees based on client agreements, the platform identifies revenue gaps and undercharging, enabling firms to make informed, compliant adjustments that drive growth. Additionally, Smart Kx integrates seamlessly with key technologies, enhancing operational efficiency and accelerating revenue collection.
Company Info
- Founded: 2018
- Team size: 1-10 employees
- Funding: $750K
- HQ: United States
- Sector: Revenue Management, CLM & Contracting
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Integrations
Platforms Smart Kx integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- Wealthbox
- Redtail
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class
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Alternatives
Other Other vendors in the directory. "Compare" pages are editorial and coming as we build them.