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

  • Serviceaide Reviews & Ratings
    244 Ratings
    Company Website
  • LeaseAccounting.app Reviews & Ratings
    Company Website
  • Hyperproof Reviews & Ratings
    350 Ratings
    Company Website
  • Qualio Reviews & Ratings
    919 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Splashtop Autonomous Endpoint Management Reviews & Ratings
    402 Ratings
    Company Website
  • Yoffix Reviews & Ratings
    90 Ratings
    Company Website
  • EZO AssetSonar Reviews & Ratings
    118 Ratings
    Company Website
  • Haast Reviews & Ratings
    5 Ratings
    Company Website
  • Xero Reviews & Ratings
    6,132 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 Kestrelbox?

Kestrelbox is a tailored wealth management CRM designed specifically for financial advisors, consolidating crucial functions such as household-focused client management, asset under management tracking, regulatory compliance assurance, and automated communications into a single platform that supports advisors in strengthening and maintaining their client relationships. This cutting-edge tool resolves a significant issue in the wealth management landscape, where advisors face the challenge of efficiently managing client households, monitoring assets under management, maintaining compliance with FINRA and SEC regulations, and ensuring smooth communication with both potential and existing clients. Unlike conventional methods that require the use of multiple disconnected tools—such as various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox integrates all these capabilities into one cohesive solution, emphasizing a household-centric approach that optimizes operations for financial advisors. This integration not only simplifies their workflow significantly but also empowers them to deliver outstanding service to their clients, which in turn fosters growth in their practices. Furthermore, by eliminating the need for multiple platforms, Kestrelbox allows financial advisors to focus more on building relationships rather than managing software tools.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$197/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Smart RIA

Date Founded

2011

Company Location

United States

Company Website

www.smart-ria.com

Company Facts

Organization Name

Kestrelbox

Date Founded

2026

Company Location

United States

Company Website

kestrelbox.com

Categories and Features

Compliance

Archiving & Retention
Audit Management
Risk Management

Categories and Features

Financial CRM

Not specified

Wealth Management

Not specified

Popular Alternatives

WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.

Popular Alternatives

SIMON Reviews & Ratings

SIMON

SIMON Markets
BITA Risk Reviews & Ratings

BITA Risk

corfinancial
VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
Alpheous Reviews & Ratings

Alpheous

Alpheous, Inc.
ReportWa Reviews & Ratings

ReportWa

Hexaview