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We believe compliance shouldn’t be scary, complicated or time consuming.

We work hard daily to make our platform and our software the easiest-to-use in the industry.

In our opinion, “easy to use” means:

You can intuitively understand what to do next in the platform, and where to find anything you need.

If you can’t figure out how a feature in our platform works by looking at it, there’s room for improvement on our end, and we want to hear your suggestions.

We work hard daily to make our platform and our software the easiest-to-use in the industry.

In our opinion, “easy to use” means:

You can intuitively understand what to do next in the platform, and where to find anything you need.

If you can’t figure out how a feature in our platform works by looking at it, there’s room for improvement on our end, and we want to hear your suggestions.

Our Sales Process

We want your decision process to be quick and easy, based on your needs – not our capabilities.

And we want you to benefit from the choice to use Smartria right away – not in weeks or months.

We also believe an easy-to-understand sales process includes transparency, and we strive to be open with you about all aspects of our process as you’re evaluating Smartria to fit with your company’s needs.

“I was in your platform 2 days before the other company even called me back.”

– John T., CCO of an SEC-Registered firm with $790M AUM

Our Sales Process

We want your decision process to be quick and easy, based on your needs – not our capabilities.

And we want you to benefit from the choice to use Smartria right away – not in weeks or months.

We also believe an easy-to-understand sales process includes transparency, and we strive to be open with you about all aspects of our process as you’re evaluating Smartria to fit with your company’s needs.

“I was in your platform 2 days before the other company even called me back.”

– John T., CCO of an SEC-Registered firm with $790M AUM

Software as a Partnership®

Our company is the best in the world at simplifying compliance. But we don’t stop with having a great platform and a responsive sales team. Compliance is important and you need an ongoing support partner, not a support email.

Software as a Partnership® is how we describe our customer relationships. That means:

Seen + Heard

Constantly listening to customer feedback and requests for improvement

Better Experience

Prioritizing continuous improvement to our application based on what will make your experience better

Productive

Continuously improving our internal processes to make every customer interaction we have as productive and helpful as possible

Improvement

Learning from what we do wrong and remembering to keep what we do right

Software as a Partnership®

Our company is the best in the world at simplifying compliance. But we don’t stop with having a great platform and a responsive sales team. Compliance is important and you need an ongoing support partner, not a support email.

Software as a Partnership® is how we describe our customer relationships. That means:

Seen + Heard

Constantly listening to customer feedback and requests for improvement

Better Experience

Prioritizing continuous improvement to our application based on what will make your experience better

Productive

Continuously improving our internal processes to make every customer interaction we have as productive and helpful as possible

Improvement

Learning from what we do wrong and remembering to keep what we do right

Our Team

Smart, supportive, and serious about simplifying compliance.

At Smartria, we take pride in building a team that reflects the values we stand for—excellence, trust, and a genuine commitment to helping our clients thrive.

We hold ourselves to high standards—not just in how we build software, but in the kind of people we bring on board. That includes rigorous data security practices and a strong internal culture built on mutual respect.

The happy compliance company

While we don’t advertise it often, we call ourselves The Happy Compliance Company. That happiness comes from working with teammates who care deeply about the mission and from partnering with customers who value what we do.

We know compliance can be complex and burdensome. That’s why our team is united by a clear goal: making compliance simpler, more human, and more effective—for the good of your business and the investors you serve.

Our Team

Smart, supportive, and serious about simplifying compliance.

At Smartria, we take pride in building a team that reflects the values we stand for—excellence, trust, and a genuine commitment to helping our clients thrive.

We hold ourselves to high standards—not just in how we build software, but in the kind of people we bring on board. That includes rigorous data security practices and a strong internal culture built on mutual respect.

The happy compliance company

While we don’t advertise it often, we call ourselves The Happy Compliance Company. That happiness comes from working with teammates who care deeply about the mission and from partnering with customers who value what we do.

We know compliance can be complex and burdensome. That’s why our team is united by a clear goal: making compliance simpler, more human, and more effective—for the good of your business and the investors you serve.

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