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.

We were just on this podcast, though it is focussed on Australia and the advice landscape there, the parallels are there. Plenty of other episodes here that would be great to listen to. https://ensombl.com/podcasts/advicetech61/

Hello crew! Quick question - we are launching traditional outsourced admin and paraplanning for firms that just aren't quite ready yet to go full AI with us. We are only charging $35/hr for admin and $50/hr for paraplanning. Have we set our pricing too low? Would appreciate insight. Alex

Came across this tool recently - it reminds me of a Holistiplan lite of sorts. Some quick bullet points: - Streamline data entry into financial planning software - Rename and organize client documents and statements according to the firm's naming convention - Generate financial planning opportunities using AI, and populate existing systems with that data (e.g. CRM) This tool is still in development, but it looks promising! Any questions, reach out to @Max Klein

Happy Monday! I think it's time for another tech category poll, so today its websites!