Smart RIA
4.7
5
Smart RIA software with Advisor Alert technology is an all-in-one RIA management platform that combines back office efficiencies with Federal and State compliance to help businesses remain audit ready while saving time and money.
Strengths
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Compliance
Helps with regulatory compliance
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Automation
Automates compliance tasks
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Customization
Can be customized to fit specific needs
Weaknesses
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Cost
Can be expensive for small businesses
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Learning Curve
May take time to learn how to use effectively
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Integration
May not integrate well with other software
Opportunities
- Growing demand for compliance software
- Opportunity to expand into new markets
- Opportunity to form partnerships with other software providers
Threats
- Competitors offering similar software
- Changes in regulations could impact demand for software
- Security breaches could damage reputation and impact sales
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http://www.smart-ria.com
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Smart RIA Plan
Smart RIA offers three pricing plans starting at $150/month, with increasing features and support for larger firms.
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
