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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 EVENTICO?

Achieve a comprehensive view of your organization by utilizing the Eventico digital platform. This state-of-the-art tool allows you to easily assign and manage tasks among colleagues, volunteers, contractors, emergency responders, and local officials. Participants can obtain vital information instantly through the Eventico app, enabling them to verify tasks right from their mobile devices. By connecting everyone involved in event organization, you can thoroughly assess any situation, which is crucial for quick decision-making. With teams linked through their smartphones, adjusting their positions is a breeze, allowing you to issue new instructions and activate emergency plans when needed. Eventico ultimately acts as an all-encompassing solution that simplifies your operational processes and boosts collaboration among all stakeholders. With this powerful tool at your fingertips, your event management experience transforms into a more straightforward and significantly more efficient endeavor. This leads to improved outcomes and enhances the overall success of your events.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Smart RIA

Date Founded

2011

Company Location

United States

Company Website

www.smart-ria.com

Company Facts

Organization Name

Mindconnect

Company Location

Sweden

Company Website

www.eventico-sports.com

Categories and Features

Compliance

Archiving & Retention
Audit Management
Risk Management

Categories and Features

Event Management

Gamification
Social Media Promotion
Volunteer Management

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