AdvisorTech Demo with Lacey Shrum of Smart Kx

Lacey is a gem, hope you enjoy!

⚡️Onboard new clients in seconds.

When a prospect says “YES” use Smart Kx to immediately send your ADV and Privacy Policy, finalize and send the Client Agreement for signature, and deliver a customized welcome email. Instead of returning to the office to start paperwork that takes your team hours, convert your prospect immediately.

🔮 Provide Fee Clarity

Smart Kx provides a clean and easy to read fee schedule deliverable with your firm’s logo and disclosures. It can be printed or emailed to your client directly. This deliverable helps you truly be transparent and avoid the most common regulator deficiency, fee accuracy.

🚀 Scale Up Your Business

Your fees are calculated and collected as soon as the assets arrive. The signed agreement, details, and next activities are instantly delivered to your CRM. No more ctrl-C + ctrl-V through your client agreement or downloading and uploading files to separate systems. Incomplete onboarding is no longer a worry.

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