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What is SmartRIA?

Our innovative compliance software is designed to serve a diverse array of organizations, ranging from extensive compliance companies to smaller RIA compliance teams. The SmartRIA platform is expertly crafted to address the varied requirements of compliance consultants, compliance officers, operations teams, investment advisors, wealth managers, and their support staff. By utilizing SmartRIA, firms like yours can thrive in today’s competitive environment. Are you in search of a solution capable of effectively overseeing hundreds of professionals while adapting to your evolving needs? SmartRIA emerges as the most versatile RIA compliance management platform on the market. You can have confidence that your cybersecurity measures and protocols will ensure the protection of the sensitive client data entrusted to your organization through careful professional assessment and thorough documentation. Utilize SmartRIA to create strong documentation practices and cultivate a culture that prioritizes compliance, guaranteeing that your operational workflows are as streamlined and transparent as possible. With the SmartRIA platform, you will be joining over 2,400 firms already reaping the advantages of this powerful RIA compliance management tool, solidifying its status as a reliable option within the industry. This platform not only simplifies the complexities of compliance management but also significantly boosts the overall efficiency of its users. In addition, the user-friendly interface and robust support system make it easier for firms to integrate SmartRIA into their existing processes seamlessly.

What is Cynomi?

Cynomi's AI-based automated vCISO platform is utilized by managed security service providers, managed service providers, and consulting firms to regularly assess their clients' cybersecurity protocols, develop strategic remediation plans, and execute them effectively to reduce potential risks. With the increasing need for proactive cyber resilience and continuous vCISO services among small to medium-sized businesses and mid-market organizations seeking to evaluate their security postures and enhance compliance readiness, the demand for these services is on the rise. Nevertheless, many managed service providers and consulting firms encounter difficulties stemming from their limited resources and expertise in delivering comprehensive virtual CISO services. To bridge this gap, Cynomi empowers its partners to provide scalable vCISO services without necessitating an expansion of their existing resources. The platform, which draws from the insights of elite CISOs, allows users to conduct automated risk and compliance assessments, generate customized policies, and access actionable remediation plans that include prioritized tasks, task management features, progress tracking, and client-specific reports. This groundbreaking solution not only simplifies the delivery of security services but also enables firms to enhance their service offerings, thereby improving their ability to support their clients effectively. As a result, Cynomi is transforming the landscape of virtual CISO services, making them more accessible and efficient for a broader range of organizations.

Media

Media

Integrations Supported

Active Directory
Microsoft 365
Microsoft Office 2021

Integrations Supported

Active Directory
Microsoft 365
Microsoft Office 2021

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

Smartria

Date Founded

2011

Company Location

United States

Company Website

smart-ria.com

Company Facts

Organization Name

Cynomi

Company Location

United Kingdom

Company Website

cynomi.com

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

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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