Smartria
Cloud compliance management software for registered investment advisers.
smart-ria.comSmartria is a cloud-based platform that RIAs and compliance consultants use to manage federal and state compliance tasks. Press coverage describes it as built specifically for advisory firms.
It is based in Knoxville, Tennessee. Dynasty Financial Partners and MarketCounsel have invested in the company, according to trade press.
What it does
- Compliance task management
- Federal and state regulatory calendar
- Compliance consultant tools
Coverage
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