How Much Is Regulatory Risk
Costing You Right Now?

Fines Start At Five Figures.
Smartria Doesn't.
We offer customized pricing designed to fit your firm’s size, complexity, and growth stage.
1. Reduce manual work and compliance risk
2. Centralize document management
3. Automated workflows and audit prep
4. Dedicated RIA-focused support
Get the same automation trusted by enterprise RIAs — for a price that makes sense for you.

Trusted by 1,000+ RIAs and Compliance Teams trading manual risk for audit-ready automation—powered by Smartria.

"Smartria has revolutionized my practice. I’ve cut compliance review time by over 30%, systematized my processes, and now have everything in one place. It makes compliance intuitive, straightforward, and stress-free."

— Bill Nelson, CFP®, CSLP®, Founder – PaceSetter Planning