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Integrated Partners Launches Strategic Partnership with Smart Kx to Modernize Fee Calculation and Documentation

via Business Wire

New integration enhances transparency, accuracy and efficiency in billing processes through automated, real-time revenue insights

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) serving more than $23.8 billion in assets under advisement (AUA), today announced a new partnership with Smart Kx, a platform focused entirely on revenue optimization for financial advisors.

Through this partnership, Integrated is streamlining its revenue and billing processes by integrating Smart Kx’s advanced fee documentation, calculation and analysis technology directly into its advisor ecosystem. The integration replaces manual workflows and fragmented reporting with a modern, automated system that provides real-time insights into revenue metrics at both the firm and advisor levels.

“Our goal is to give advisors more transparency, control and confidence in their businesses,” said Andree Mohr, president at Integrated Partners. “By partnering with Smart Kx, we’re eliminating outdated, manual billing processes and replacing them with proactive, intuitive tools that enhance accuracy, efficiency and client trust.”

Smart Kx unites client agreements and billing in one seamless system. Its latest enhancement, Smart Recon, introduces a more transparent and fair fee calculation process that aligns with client interests while reducing administrative burden for advisors. The result is a more compliant, accurate, and client-friendly approach to fee management—setting a new standard for the RIA industry.

“Smart Kx was built to bring modern transparency and automation to one of the most complex aspects of the advisory business: billing,” said Lacey Shrum, founder of Smart Kx. “By integrating our platform with Integrated Partners, we’re empowering its advisors to deliver a clearer, more consistent client experience while gaining valuable insights into the health of their own firms.”

For Integrated advisors, the partnership translates into simpler workflows, fewer manual touchpoints and a comprehensive view of their firm’s revenue—all within a single, integrated system. Clients, in turn, experience clearer documentation and greater transparency around how fees are calculated and aligned with their interests. Together, these improvements foster stronger trust, reduce administrative friction and reflect Integrated’s broader mission to modernize every aspect of the advisor and client experience.

Advisory firms wishing to learn more about Integrated’s suite of technology, planning, and growth solutions are encouraged to visit integrated-partners.com.

About Smart Kx

Smart Kx is the first platform focused entirely on revenue optimization for financial advisors. Leveraging legal expertise, it unites client agreements and billing into one seamless system. Its innovative features, including Smart Recon and dynamic dashboards, empower firms with cleaner billing, stronger compliance, and actionable insights to scale from practice to business. To learn more, visit smartkx.io.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 250+ CPAs and 116 regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor. *$23.8 billion in assets under advisement inclusive of $17.8 billion in advisory assets as of 9/30/2025.

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