Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Qualio Reviews & Ratings
    884 Ratings
    Company Website
  • Haast Reviews & Ratings
    1 Rating
    Company Website
  • LeaseAccounting.app Reviews & Ratings
    Company Website
  • Serviceaide Reviews & Ratings
    139 Ratings
    Company Website
  • HSI Donesafe Reviews & Ratings
    172 Ratings
    Company Website
  • Skillcast Reviews & Ratings
    1,105 Ratings
    Company Website
  • MedTrainer Reviews & Ratings
    242 Ratings
    Company Website
  • Reflectiz Reviews & Ratings
    33 Ratings
    Company Website
  • Captain Compliance Reviews & Ratings
    221 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website

What is Smart RIA?

Our state-of-the-art compliance software is designed to fulfill the needs of both complex compliance organizations and smaller RIA teams. The SmartRIA platform adeptly addresses the varied requirements of compliance consultants, compliance officers, operations personnel, investment advisors, wealth managers, and their support teams. By utilizing SmartRIA, companies can thrive in today's regulatory environment. Specifically developed for the challenges faced by compliance professionals, SmartRIA solutions significantly improve the workflow of compliance consultants, officers, operations teams, investment advisors, and wealth managers as well. Imagine starting your week with a detailed view of your firm's compliance calendar, all available through an easy-to-navigate dashboard that can be mastered in just one day, employing technology that truly enhances your operations and increases productivity. Furthermore, this platform not only streamlines compliance management but also enables teams to concentrate on strategic initiatives and overall business growth, paving the way for future success. With such robust features, SmartRIA empowers organizations to adapt and excel in an ever-evolving regulatory landscape.

What is AppHelp?

As customers navigate their digital journeys, they encounter diverse support needs. Position yourself as a trusted advisor by delivering training solutions that ease the transition to new services or improve current offerings with ongoing assistance. By outsourcing your productivity support tasks, you can focus on your core business goals tied to digital transformation. AppHelp offers a comprehensive suite of migration, onboarding, and continuous support services that enable you to meet and exceed the expectations set by Microsoft and Google’s Cloud Partner Programs. Help your small and medium-sized business clients lower their on-site IT costs with a solid Help Desk solution that can effectively diagnose and resolve issues across a range of platforms, from cloud applications to networking devices and computers. Empower your business clients to take part in the intelligent revolution by providing all-encompassing IoT solutions that integrate devices, applications, and consistent support. Furthermore, AppHelp extends remote assistance for security systems, access control, audio/visual equipment, and an extensive range of other technology needs, ensuring comprehensive coverage for your clients. By providing such a wide array of support services, you not only build stronger relationships with your customers but also significantly improve their overall satisfaction and success in the digital landscape. Ultimately, this commitment to exceptional support will differentiate your business from competitors and solidify your reputation as a leader in the field.

Media

Media

Integrations Supported

Adobe Advertising Cloud
Amazon Web Services (AWS)
AppDirect
AppWise
BlueSnap
Cisco Secure Cloud Analytics
Coveo
G2
Google Cloud Platform
Google Workspace
IBM Cloud
Kount
Microsoft 365
Shippo
VMware Cloud
WalkMe
Worldpay

Integrations Supported

Adobe Advertising Cloud
Amazon Web Services (AWS)
AppDirect
AppWise
BlueSnap
Cisco Secure Cloud Analytics
Coveo
G2
Google Cloud Platform
Google Workspace
IBM Cloud
Kount
Microsoft 365
Shippo
VMware Cloud
WalkMe
Worldpay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smart RIA

Date Founded

2011

Company Location

United States

Company Website

www.smart-ria.com

Company Facts

Organization Name

AppDirect

Date Founded

2009

Company Location

United States

Company Website

www.appdirect.com/products/apphelp

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Popular Alternatives

SmartRIA Reviews & Ratings

SmartRIA

Smartria

Popular Alternatives

WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.
Octalsoft CTMS Reviews & Ratings

Octalsoft CTMS

Octalsoft
Axiomatic People Counting Reviews & Ratings

Axiomatic People Counting

Axiomatic Technology
SIMON Reviews & Ratings

SIMON

SIMON Markets
Web+Center Reviews & Ratings

Web+Center

Internet Software Sciences