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Smart RIA

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5 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2011

Profile Name

Star Rating

5
0
0
0
0

Smart RIA Reviews

Review Filters
Profile Name
Star Rating
5
0
0
0
0
Vern Bell - I.
VI
Vern Bell - I.
Texas Elite Advisory, President | Value Investments Educator & Speaker | 401k Roll Over & IRA Transfer Advisor
08/10/2017
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Essential software for small RIAs

SmartRIA is easy to use, provides a secure repository for all my client data, and provides a wealth of compliance resources and reminders.
Verified User in Financial Services
EF
Verified User in Financial Services
08/09/2017
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Adam W.
AW
Adam W.
CFP®, AIF®, CDFA™ - President/Founder Coppertree, LLC President/Founder Divorce Financial Solutions, LLC.
08/01/2017
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

CCO and Managing Principal for Independent RIA

Insightful automation for compliance organization.

About

Contact

HQ Location:
Knoxville, US

Social

@smartriaco

What is Smart RIA?

Smart RIA is a technology company specializing in compliance software solutions for the financial services industry. Their platform is designed to help investment advisory firms manage compliance tasks efficiently, reduce risk, and ensure adherence to regulatory requirements. Key features of Smart RIA's solutions include automated workflows, document management, risk assessments, and customizable reporting tools. Their software aims to streamline compliance processes, helping firms save time and resources while maintaining regulatory standards.

Details

Year Founded
2011