Boombirds vs. Smart RIA Comparison


Boombirds Softborne Technology Solutions Pte Ltd	Smart RIA	+	+
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About Boombirds is a cloud-based SaaS digital platform helping Professional Firms to avoid the chaos of their day to day operations, and focus on growing their business. Designed for business users, no technical skills required, Boombirds empowers you to rapidly transform your manual processes into unlimited, actionable, procedure-based workflows in minutes. The ideal solution for remote teams. Never leave money on the table again with all activities automatically time-logged so you can easily report on productivity of employees and hours spent for billing clients. Boost productivity, spot bottlenecks, eliminate waste & ultimately free up your time with a bird’s-eye view of your operations via multi-dimensional Kanban-inspired smartboards. Guarantee accountability & compliance with your operating procedures using your own defined steps, checklists & meaningful data capture. Invite customers, provide status visibility, collaborate contextually, & collect feedback with ease.	About Our advanced compliance software solutions serve both complex compliance organizations and small RIA compliance teams. The SmartRIA platform is designed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. SmartRIA helps firms like yours thrive. SmartRIA compliance solutions were designed and developed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. 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.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Not Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Auditors, Accountants, Bookkeepers, Lawyers, HRMS Consultants, Management Consultants, Professional Firms	Audience Companies searching for a solution to manage and improve their compliance
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $5 per user per month Limited Time: 5 free "Zoom" onboarding sessions included to make sure you hit the ground running Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros * Highly self customisable workflow / steps / controls for my business processes * Enables the long time wish list for my reviewers (managers) to monitor and be updated on job progress performed by remote team members * Great UI / UX!! * Learned a new thing or two about process management, with the on boarding team emphasising to us on various occasions that its about 'continuous iterations' rather than a big bang approach * Recurrence automation for recurring task / internal job assignments to the team * Highly affordable for a start up team like us! * Super impressive commitment to time and effort in on boarding our team to the platform Cons * Haven't spot much of weaknesses yet. Still on cloud nine being impressed with the new toy that we've got our hands on! * Further integration with popular cloud storage tools would be a wish list from us. Understand that this is already being work on for coming release
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Softborne Technology Solutions Pte Ltd Founded: 2015 Singapore www.boombirds.com	Company Information Smart RIA Founded: 2011 United States www.smart-ria.com
Alternatives EFFORT	Alternatives WealthERP Ampsys Consulting Pvt Ltd.
MaintainX	SIMON SIMON Markets
monday AI work platform monday.com	BITA Risk corfinancial
ProHance ProHance India Private Limited	Smartria
Process Street View All	FastTrackr AI View All
Categories Business Process Management Supported Compliance Supported Remote Work Supported Workflow Management Supported	Categories Compliance Supported
Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Not Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Supported FDA Compliance Not Supported HIPAA Compliance Not Supported Incident Management Supported ISO Compliance Not Supported OSHA Compliance Not Supported Risk Management Supported Sarbanes-Oxley Compliance Not Supported Surveys & Feedback Supported Version Control Supported Workflow / Process Automation Supported Show More Features Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Not Supported Document Management Not Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Not Supported Workflow Configuration Supported	Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Not Supported Audit Management Supported Compliance Tracking Not Supported Controls Testing Not Supported Environmental Compliance Not Supported FDA Compliance Not Supported HIPAA Compliance Not Supported Incident Management Not Supported ISO Compliance Not Supported OSHA Compliance Not Supported Risk Management Supported Sarbanes-Oxley Compliance Not Supported Surveys & Feedback Not Supported Version Control Not Supported Workflow / Process Automation Not Supported
Integrations No info available.	Integrations No info available.
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