Enterprise Grade
With great power comes great responsibility. As an Enterprise RIA, you face greater risks in compliance with rules and regulations. We've got you covered with a host of features designed specifically for the enterprise.
Enterprise Grade
With great power comes great responsibility. As an Enterprise RIA, you face greater risks in compliance with rules and regulations. We've got you covered with a host of features designed specifically for the enterprise.
Five of our most popular enterprise features.
SOC 2 Type II
Smartria makes data privacy and security one of our highest priorities. We proactively manage to SOC standards and engage in annual audits.
SSO
We're big believers in streamlining the user experience, so we allow our customers to integrate with existing identity management solutions.
Integrations
We have existing integrations with several of the most popular CRMs in the space (Redtail, Wealthbox, and Salesforce), as well as custodians and financial data aggregators.
White Labeling
Make our software look like yours. We offer white labeling via custom logos, styles, and domain names.
Branches
Your local offices can be organized into branches for branch-level reporting. And we've got several branch-related features in the works!
Five of our most popular enterprise features.
SOC 2 Type II
Smartria makes data privacy and security one of our highest priorities. We proactively manage to SOC standards and engage in annual audits.
SSO
We're big believers in streamlining the user experience, so we allow our customers to integrate with existing identity management solutions.
Integrations
We have existing integrations with several of the most popular CRMs in the space (Redtail, Wealthbox, and Salesforce), as well as custodians and financial data aggregators.
White Labeling
Make our software look like yours. We offer white labeling via custom logos, styles, and domain names.
Branches
Your local offices can be organized into branches for branch-level reporting. And we've got several branch-related features in the works!
You can manage it all from one place.
Initial Holdings
Annual Attestations
Outside Business Activity
Code of Ethics Sign-Off
Pre-Clearance Requests
Policy Training Completion
You can manage it all from one place.
Initial Holdings- Annual Attestations
- Outside Business Activity
- Code of Ethics Sign-Off
- Pre-Clearance Requests
- Policy Training Completion
Manage a far-flung enterprise with ease.
Regardless of your scale and structure, Smartria's Enterprise Management capabilities allow you to design your compliance program like your company operates. Geographic organization like divisions, regions, and branches? No problem. Collections of independent entities? You're covered. Let our Enterprise Customer Success (ECS) team design a solution that maps to your company's unique operating model.
Manage a far-flung enterprise with ease.
Regardless of your scale and structure, Smartria's Enterprise Management capabilities allow you to design your compliance program like your company operates. Geographic organization like divisions, regions, and branches? No problem. Collections of independent entities? You're covered. Let our Enterprise Customer Success (ECS) team design a solution that maps to your company's unique operating model.
We're in it for the long haul.
Smartria has been around for over eight years. Some of our customers have been with us from the beginning, and they continue to use Smartria as their single source of truth for compliance. When you choose Smartria as your compliance software partner, you can rest assured that we'll have you covered today and into the future. We work with some of the largest RIAs in the United States, we're integrated with custodians and data aggregators large and small, and we've got enterprise-grade security for threat detection, data loss prevention, and business continuity. Let's work together to take your enterprise compliance program to the next level.
We're in it for the long haul.
Smartria has been around for over eight years. Some of our customers have been with us from the beginning, and they continue to use Smartria as their single source of truth for compliance. When you choose Smartria as your compliance software partner, you can rest assured that we'll have you covered today and into the future. We work with some of the largest RIAs in the United States, we're integrated with custodians and data aggregators large and small, and we've got enterprise-grade security for threat detection, data loss prevention, and business continuity. Let's work together to take your enterprise compliance program to the next level.
