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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 Data Privacy Manager?

Our dedicated group of proficient developers set out to build Data Privacy Manager, aiming to create an all-encompassing data privacy platform that provides our clients with a unified and thorough 360-degree view of their customers' personal data journey. This platform is now firmly established and caters to a variety of industry sectors, empowering both data controllers and processors to regain control over their personal data management. In addition to the traditional full-time Data Protection Officer (DPO) model, Data Privacy Manager is specifically designed to support a shared-DPO approach, which permits multiple organizations to utilize the services of a single DPO, often provided by legal or consulting firms. The true strength of this solution is its ability to monitor security measures regarding data retention schedules and the organized deletion of information, which ensures compliance while building trust. Furthermore, this pioneering strategy not only enhances operational efficiency but also cultivates a culture of responsibility in data management practices. Ultimately, the platform stands as a vital tool for organizations looking to navigate the complex landscape of data privacy effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Data Privacy Manager

Date Founded

2001

Company Location

Croatia

Company Website

dataprivacymanager.net/about/

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

Consent Management Platforms

Additional Users / Permissions
Automatic Cookie-Blocking
CCPA Compliance
CMS Integration
Cookie Crawling
Design/Branding Customization
Fingerprinting
GDPR Compliance
IAB Compliance
Reporting / Analytics
Responsive Design
Subdomains Compatibility
Tag Manager Integration
Whitelabel Solution

Data Privacy Management

Access Control
CCPA Compliance
Consent Management
Data Mapping
GDPR Compliance
Incident Management
PIA / DPIA
Policy Management
Risk Management
Sensitive Data Identification

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