SmartRIA

SmartRIA

Smartria
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About

You don’t need a password manager. You need a cloud and data security platform purpose-built for accountants. From compliance to advisory, single sign-on and one click offboarding, Practice Protect is trusted by more accountants worldwide than any other data and password tool. Expand your practice, hire with confidence, operate remotely and support your teams wherever they are with upgraded login security, email protection and cyber threat training. It’s all built-in. With 50+ custom-built features and 6,000+ integrations, accounting firms are safer, and more scalable with Practice Protect. From up to 10x more encryption than retail password managers to compliance templates, security training and unlimited person-to-person support, Practice Protect is the complete cloud and cyber security platform for the modern accounting firm. Find out why more accountants choose Practice Protect than any other data security tool, worldwide.

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

Cybersecurity solution for the modern accounting firms

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

PracticeProtect
Founded: 2016
Australia
www.practiceprotectonline.com

Company Information

Smartria
Founded: 2011
United States
smart-ria.com

Alternatives

Passly

Passly

IDAgent

Alternatives

Vault One

Vault One

VaultOne Software
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
SIMON

SIMON

SIMON Markets

Categories

Categories

IT Security Features

Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
Internet Usage Monitoring
Intrusion Detection System
IP Protection
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

Identity Management Features

Access Certification
Compliance Management
Multifactor Authentication
Password Management
Privileged Account Management
Self-Service Access Request
Single Sign On
User Activity Monitoring
User Provisioning

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

Dropbox
FuseSign
Google Workspace
Microsoft 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Xero

Integrations

Dropbox
FuseSign
Google Workspace
Microsoft 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Xero
Claim PracticeProtect and update features and information
Claim PracticeProtect and update features and information
Claim SmartRIA and update features and information
Claim SmartRIA and update features and information