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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 PriceMetrix?

PriceMetrix delivers insights grounded in data that are specifically designed for wealth management advisors and industry leaders. Utilizing the largest dataset in the retail wealth management arena, we enable firms in this sector to refine their operations in various aspects. Our platform integrates industry data with advanced business intelligence, ensuring users enjoy a streamlined experience. By partnering with financial advisors and wealth management organizations, we aim to enhance productivity, improve client interactions, and support informed decision-making, while also identifying new opportunities for growth. Moreover, we offer instant access to industry best practices, providing clients with essential information needed to build a strong and thriving wealth management practice. Ultimately, our mission is to revolutionize the operational methods of wealth management firms, helping them maintain a competitive edge in a dynamic market. This commitment to innovation and excellence positions our clients for long-term success and sustainability.

Media

Media

Integrations Supported

Integrations Supported

Coral
Sidekicker

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$25000.00/month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Smart RIA

Date Founded

2011

Company Location

United States

Company Website

www.smart-ria.com

Company Facts

Organization Name

McKinsey & Company

Date Founded

1926

Company Location

United States

Company Website

www.pricemetrix.com

Categories and Features

Compliance

Archiving & Retention
Audit Management
Risk Management

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics

Wealth Management

Not specified

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