Smartria® Information

Smartria is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. There’s no need to completely change the way you perform state and federal compliance tasks. Smartria simply lets you conduct your own processes more effectively – saving time and money, keeping you better organized, more productive, and able to form stronger client relationships – through one centralized platform. Even better, Smartria is mobile-friendly, allowing you to use its wide variety of features whether you’re at home, on the road, or at lunch meeting. Anywhere you’ve got Wi-Fi, you’ve got access. Smartria provides intuitive navigation and sophisticated tools from the very start. The Dashboard gives you oversight on client summaries and an entry point to an array of convenient functions, including: - Simple compliance workflow management - Powerful oversight and reporting for large firms - Client annual review management and oversight - High Cash Balance and Trading Inactivity - Consultants can customize and provide services to client firms through our platform -And much more Simple, convenient, and effortless to use, Smartria delivers the no-hassle performance you need to work efficiently and provide a rewarding experience for your clients. The rich functionality and practical tools available through our application streamline compliance while providing a thoughtful, well-crafted user experience that you won’t find in any other product. Contact us to learn more or to schedule a demo.