SmartRIASmartria
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About
A one-stop-shop for all your law firm’s software and service needs. Cloud-based legal accounts, practice and case management software with optional cashiering, typing and payroll. There’s a reason smart law firms always choose Quill. The trusted legal accounts and practice management software supplier with a long pedigree of providing outstanding legal outsourcing services. Quill is more than just software – we drive efficiencies to help your law firm succeed. Whether it’s front- or back-office tasks, Quill’s legal practice software is a smart solution for controlling your legal accounts and managing cases. Fully scalable, and ever-reliable, over 750 law firms have placed our software at the very heart of their business. Our software solution takes the headache out of compliance and puts the flexibility back into hybrid working so that you can focus on what matters most – spending less time managing your firm and more time making money.
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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
Legal firms searching for an advanced Law Practice Management solution
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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 InformationQuill
Founded: 1970
United Kingdom
www.quill.co.uk
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Company InformationSmartria
Founded: 2011
United States
smart-ria.com
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Categories |
Categories |
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Law Practice Management Features
Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
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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
Stackreaction
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