SmartRIASmartria
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Related Products
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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.
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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
Cybersecurity solution for the modern accounting firms
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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 InformationPracticeProtect
Founded: 2016
Australia
www.practiceprotectonline.com
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Company InformationSmartria
Founded: 2011
United States
smart-ria.com
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Categories |
Categories |
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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
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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
Dropbox
FuseSign
Google Workspace
Microsoft 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Xero
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Integrations
Dropbox
FuseSign
Google Workspace
Microsoft 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Xero
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