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Cloud-Based Proactive Compliance Management For Medium To Enterprise RIAs & Networks
Smartria is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs.
There’s no need to completely change the way you perform state and federal compliance tasks. Smartria simply lets you conduct your own processes more effectively – saving time and money, keeping you better organized, more productive, and able to form stronger client relationships – through one centralized platform.
Even better, Smartria is mobile-friendly, allowing you to use its wide variety of features whether you’re at home, on the road, or at lunch meeting. Anywhere you’ve got Wi-Fi, you’ve got access.
All-in-One Compliance Platform for RIAs Imagine starting your week with a bird’s eye view of your entire firm’s compliance calendar on a simple-to-use dashboard that can be learned in a day with technology that actually improves your processes. No more spreadsheets tracking annual reviews or who’s signed annual attestations and submitted outside......