CE Manager

CE Manager

Litera
SmartRIA

SmartRIA

Smartria
+
+

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About

CE Manager provides accurate and up-to-date compliance rules and calculations. It allows firms to ensure compliance across jurisdictions, automate processes, and integrate with existing HR systems and content providers. CE Manager is an industry leader in CLE compliance. Its user-friendly LMS is designed to promote learning and development for the entire firm. Customize learning plans and deliver on-demand CLE content via mobile devices to your attorneys and clients to foster business development. Automate tracking requirements, mitigate compliance risks and ensure a high level of detail around rules. Automatically generate compliance reports in required formats. Proven technology to manage continuing education and compliance. A user-friendly LMS designed to promote learning and development for the entire firm. CE Manager allows you to run firm-wide compliance reports to show that attorneys are practicing in good standing, reducing risk, and showing clients the firm is compliant.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms searching for a solution to manage and automate their processes

Audience

Organizations that need an RIA compliance platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Litera
Founded: 2001
United States
www.litera.com/products/ce-manager

Company Information

Smartria
Founded: 2011
United States
smart-ria.com

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SIMON

SIMON

SIMON Markets

Categories

Categories

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

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook
Claim CE Manager and update features and information
Claim CE Manager and update features and information
Claim SmartRIA and update features and information
Claim SmartRIA and update features and information