SmartRIA

SmartRIA

Smartria
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About

Intapp Workspaces transforms Microsoft Teams into a platform specifically built for creating engagement workflows, generating holistic insights, and automating engagement lifecycle management. Improve collaboration and connect distributed teams, all while automatically preserving your firm’s security and compliance standards. Free your professionals from the strain of administrative burdens and help them focus on strengthening client relationships and collaborating on engagement delivery. Make new engagement collaboration instantaneous and frictionless. Increase ROI for your firm’s Microsoft 365 investment and its productivity potential. Automate and maintain your firm’s security and governance standards, even with the rapid adoption of Microsoft Teams. Build, customize, and govern workspaces designed for engagement management. Use automated reminders to keep workspace owners accountable for updating lifecycle changes.

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

Organizations in need of a tool to transform Microsoft Teams into their collaboration hub

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

Intapp
Founded: 2000
United States
www.intapp.com/workspaces/

Company Information

Smartria
Founded: 2011
United States
smart-ria.com

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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 365
Microsoft Copilot
Microsoft SharePoint
Microsoft Teams

Integrations

Microsoft 365
Microsoft Copilot
Microsoft SharePoint
Microsoft Teams
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