G2

AW

Adam W.

President - Founder

Financial Services

Small-Business (50 or fewer emp.)

8/1/2017

"CCO and Managing Principal for Independent RIA "

4.5/5

What do you like best about Smart RIA?

Insightful automation for compliance organization. Review collected by and hosted on G2.com.

What do you dislike about Smart RIA?

Early use requires a bit of a learning curve. Quick-start guide or FAQ should be built based on feedback. With that said, I know I was an early adopter in this software. Review collected by and hosted on G2.com.

Recommendations to others considering Smart RIA:

Be sure to take advantage of support from smart-RIA as it relates to your specific practice. There is a good amount of customization that can be done based on your needs. Review collected by and hosted on G2.com.

What problems is Smart RIA solving and how is that benefiting you?

Automating compliance tasks for an independent RIA firm in a cost-effective and centralized manner. Review collected by and hosted on G2.com.