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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. SmartRIA compliance solutions were designed and developed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. Imagine starting your week with a bird’s eye view of your entire firm’s compliance calendar on a simple-to-use dashboard that can be learned in a day with technology that actually improves your processes.

About

Xpaid is an EU-based financial consulting firm specializing in capital structuring, banking compliance, and cross-border financial strategies. We guide businesses, individuals, and investors through complex international transfers, asset legalization, and banking compliance requirements across Europe. Our core services include Proof of Funds preparation, AML/KYC analysis, capital structuring for real estate and business investments, and strategic advisory for cross-border operations within the EU. Xpaid acts as a trusted partner, ensuring full regulatory alignment and seamless interaction with European financial and banking institutions.

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

Companies searching for a solution to manage and improve their compliance

Audience

Merchants, E-commerce businesses, Online services, SaaS companies, B2B platforms, Web3 startups

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

Contact for pricing
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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

Smart RIA
Founded: 2011
United States
www.smart-ria.com

Company Information

Xpaid
Founded: 2022
Poland
xpaid.org/en/

Alternatives

SmartRIA

SmartRIA

Smartria

Alternatives

Almond

Almond

Almond FinTech
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
SIMON

SIMON

SIMON Markets
BITA Risk

BITA Risk

corfinancial

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

No info available.

Integrations

No info available.
Claim Smart RIA and update features and information
Claim Smart RIA and update features and information
Claim Xpaid and update features and information
Claim Xpaid and update features and information