Smart RIA
Smartria is a compliance software and services company that caters to the needs of the financial industry. They provide a comprehensive platform designed to address the requirements of compliance consultants, compliance officers, operations teams, investment advisors, wealth managers, and asset managers. Smartria offers a range of solutions, including RIA compliance software, data governance and due diligence tools, vendor management solutions, employee trade monitoring, cybersecurity, and business continuity services. Their software combines back-office operations with federal and state compliance to offer an all-in-one RIA management solution. Smartria is trusted by financial services firms of varying sizes and has received positive reviews for its user-friendly interface and comprehensive functionality.
Solution Categories
Vendor Management Software
Vendor management software refers to a specialized tool or system that helps businesses effectively ...