Smart Kx offers an automated client onboarding and fee billing solution for Registered Investment Advisors (RIAs). It streamlines client agreements, fee schedules, and revenue collection and reduces administrative burdens.

I am working alongside a product manager to modernize the look and feel of their app by taking inspiration from current design trends, and mocking up designs.

As of right now, low-fidelity mockups are being reviewed internally and for customer feedback.