Integrated Partners, a national financial planning and registered investment advisory (RIA) firm with over $23.8 billion in assets under advisement (AUA), has announced a partnership with Smart Kx, a platform specializing in revenue optimization for financial advisors. This collaboration aims to streamline Integrated Partners’ revenue and billing operations by integrating Smart Kx’s technology for fee documentation, calculation, and analysis into its advisor ecosystem.
The integration is designed to replace manual workflows and fragmented reporting with an automated system that offers real-time insights into revenue metrics at both the firm and advisor levels.
Andree Mohr, president at Integrated Partners, stated that the partnership aims to provide advisors with increased transparency, control, and confidence in their businesses by eliminating outdated, manual billing processes in favor of proactive, intuitive tools that enhance accuracy, efficiency, and client trust.
Smart Kx unifies client agreements and billing within a single system. Its recent enhancement, Smart Recon, focuses on a transparent and equitable fee calculation process, aligning with client interests while reducing administrative burdens for advisors. This is intended to establish a new standard for compliant, accurate, and client-friendly fee management within the RIA industry.
Lacey Shrum, founder of Smart Kx, noted that the platform was developed to bring modern transparency and automation to the complex area of advisory billing. Integrating with Integrated Partners is intended to enable its advisors to deliver a clearer, more consistent client experience while gaining insights into their firms’ financial health.
For Integrated Partners’ advisors, this partnership is expected to result in simplified workflows, reduced manual processes, and a consolidated view of their firm’s revenue within one system. Clients are anticipated to benefit from clearer documentation and enhanced transparency regarding fee calculations. These improvements are part of Integrated Partners’ broader mission to modernize the advisor and client experience.
Integrated Partners, founded in 1996, offers comprehensive business-building services for independent financial advisors, supporting over 220 advisors, 250+ CPAs, and 116 regional offices across the United States. Smart Kx is a platform designed for revenue optimization in financial advisory firms, using legal expertise to combine client agreements and billing. Its features, including Smart Recon and dynamic dashboards, are built to support cleaner billing, stronger compliance, and actionable insights.
