Smart Ria

Description

• Effective investment advisors rely on knowledge, experience, and powerful tools to guide their clients healthy financial growth. Smart RIA, a cloud-based software package designed to help navigate this complex and exciting industry, offers a combination of simplicity and performance that streamlines compliance while providing a thoughtfully crafted user experience you wont find elsewhere.Youll eliminate audit deficiencies and conduct your duties as a wealth management professional through one convenient, comprehensive technological solution. Even better, Smart RIA is mobile-compatible, allowing you to use its wide range of features whether youre at the office, on the road, or at a lunch meeting.Smart RIA was built to improve registered investment advisor compliance, but it delivers much more. Accessing the Dashboard gives you oversight on client summaries and an entry point to an array of specialized functions, including:Daily Custodian Updates provide high quality client care with up-to-date records of their account balances, trading activity, and asset allocations Cloud File Storage save space by backing up your data in a secure online environmentContact Management System stay in touch with existing clients and engage potential customers with weekly e-mail alertsAudit Prep Guidelines get information at your fingertips to ensure compliance with todays regulations and plan for future changes for seamless transitionsRisk Tolerance & Account Allocation make informed decisions and move assets quickly to accommodate rapid real-world developments in both domestic and international marketsCompliance Deficiency Alerts keep your Compliance Officer in the loop with Document, Variance, and Trade notifications Practical, sophisticated, and intuitive to use, Smart RIA delivers the performance you need as a financial advisor, without added costs to your time or productivity. Contact us to learn more or to schedule a demo.
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  Headquarters:620 Mabry Hood Road Suite 102, Knoxville, Tennessee, United States

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  Phone Number: +1 865-675-2550

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  Website:

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Smart Ria

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• |  NAICS Code: 312230  |

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