SmartRIASmartria
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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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About
In with: Modern websites that drive traffic. Social media posts that get attention. Emails that convert leads. Personalized to you. Automated for you. Completely customized websites and drip marketing campaigns used to be reserved for big spenders only. Not anymore. Twenty Over Ten’s inbound marketing platform has three tools to help you grow your advisory business. Your website is your digital first impression, so it has to be sleek. Drive more traffic, capture more leads and convert more visitors through completely customized websites built to engage your specific audience. Drag and drop tools make it easy to manage, and an award-winning, customizable content library keeps prospects engaged and improves SEO. Advisors need great marketing to grow, but compliance needs to monitor and supervise. Compliance Core bridges the gap between compliance teams and individual financial advisors. Streamline your workflow, upload firm-specific content, and approve or reject in bulk.
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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
Organizations that need an RIA compliance platform
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Audience
Financial advisors that need a marketing solution including a website builder and social media tools
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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 VideosNo images available
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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 InformationSmartria
Founded: 2011
United States
smart-ria.com
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Company InformationTwenty Over Ten
United States
twentyoverten.com
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Categories |
Categories |
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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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Website Builder Features
Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label
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Integrations
No info available.
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Integrations
No info available.
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