SmartRIA - INSART

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SmartRIA

Collaboration Tools, Communication Tools, Compliance, Document Management, Document Management

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Products / Services
Integrations
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About

SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single platform than do any of our competitors, and by offering greater ease and best-in-class customer service. These differentiators have led to some of the largest companies in our industry recommending SmartRIA and signing deals with us.

Contacts

https://www.smart-ria.com/

mac@smart-ria.com

https://www.facebook.com/smartriaco

https://www.linkedin.com/company/smartria

https://twitter.com/smartriaco

Products / Services

SmartRIA Pro Compliance Platform

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 5

Partnership: 0

Bridge Financial Technology

Account Aggregation, Billing

Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary...

Integrations: 11

Partnership: 0

E*TRADE

Broker-Dealer Platforms, Portfolio Management, Retirement Planning, Trading

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...

Integrations: 1

Partnership: 0

Plaid

Account Aggregation, Lending, Online Banking

Plaid builds infrastructure for modern, digital financial services. This includes the encrypted transmission of financial data for which consumers have...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 13

Partnership: 0

Salesforce Financial Services Cloud

CRM

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...

Integrations: 3

Partnership: 0

Schwab Advisor Services

Custodial Platforms

With more than 25 years of experience working with independent investment advisors and more than $2 trillion in client assets,...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Partnership

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