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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 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.
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
Smartria
Date Founded
2011
Company Location
United States
Company Website
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