Integrations /Payments

Get started with Wealthbox + Smart Kx

Modern CRM integrated with an intelligent billing and contract system to streamline revenue collection.

Overview

Smart Kx streamlines the client onboarding process, offering precise, automated fee calculation for efficient and accurate revenue collection. The integration with Wealthbox lets users pull client data from Wealthbox directly into Smart Kx to finalize and send client contracts for signature. Once the agreement is finalized in Smart Kx, notes and tasks are created in Wealthbox, updating the advisor on the status change.

Smart Kx automatically pulls data from Wealthbox contact records to pre-fill agreement forms.Smart Kx automatically pulls data from Wealthbox contact records to pre-fill agreement forms.


“With Wealthbox + Smart Kx, advisors can finalize their client documents with information directly from Wealthbox and collect the new client’s signature immediately,” said Lacey Shrum, Founder of Smart Kx. “This integration helps advisors move from a prospect’s ‘yes’ to revenue in seconds rather than days.”

Lacey Shrum

Smart Kx

Get started with Wealthbox + Smart Kx

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