SmartRIASmartria
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About
Why limit yourself to traditional sources of talent—existing staff, big consulting firms, or your personal network? Resource better, faster, more flexibly, and at the best market prices by accessing Business Talent Group’s marketplace of high-end management consultants, subject matter experts, boutiques, and executives. Overcome resource limitations, complete critical projects, and enhance business performance with on-demand talent. Access independent consultants trained by Big 3 and boutique firms, plus experts and executives with experience at the world's most successful companies. Get the service level you need—from hands-on support to automated and instant—to scope the work, present a curated slate of candidates, and manage all contracting and compliance. Rest easy with best-in-class information security, confidentiality, labor compliance, and contracting processes that adhere to the strict requirements of leading organizations.
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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. Need a solution that oversees hundreds of professionals and grows with you? SmartRIA is the most scalable RIA compliance management platform in our industry. Be confident that your cyber-defense policies and operations will protect the sensitive client data your firm is entrusted with thorough professional testing and documentation. Use Smartria to implement solid documentation strategies and a culture of compliance to ensure that your processes are the most efficient and transparent they can be. The Smartria platform is a powerful RIA compliance management tool that is already assisting more than 2,400 firms.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
A marketplace that connects high-end independent management consultants, subject matter experts, boutiques, and executives with top companies to solve their biggest problems
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Audience
Organizations that need an RIA compliance platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBusiness Talent Group
Founded: 2006
United States
businesstalentgroup.com
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Company InformationSmartria
Founded: 2011
United States
smart-ria.com
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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Integrations
No info available.
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Integrations
No info available.
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