Smartria Resources
We’ve put these resources together to help you navigate our app, learn more about the compliance tools we provide and get support. We update it regularly, so be sure to check this page often. We strive to provide best-in-class, Software as a Partnership® support for our customers, and value your questions and feedback. Please let us know how we can make your experience awesome.
Read Our Blog

Smartria Taps Industry Growth and User Experience Expert Patrick Hunt As New Chief Executive Officer
Veteran Entrepreneur and Tech Executive Joins Recently Appointed CRO David Coyle to Capitalize on Smartria’s Accelerated Momentum KNOXVILLE, Tenn. – Smartria, the leading provider of

Five Key Technology Systems For Building Advisor Efficiency
It’s no secret that technology is key to helping advisors grow their businesses. The right tools, coupled with best practices, can drive efficiency and allow

Are you ready? Incident response planning and best practices
The latest SEC rules have an underlying theme: they all include requirements for covered entities to respond to and report cybersecurity incidents. This also includes

Smartria Unveils Innovative Cybersecurity Focus Solution, Pioneering Compliance Readiness Ahead of SEC’s New Cybersecurity Rule
KNOXVILLE, Tenn.–(BUSINESS WIRE)–SmartriaⓇ, a trailblazer in compliance management solutions for Registered Investment Advisors (RIAs), hybrid RIAs and RIA compliance consultants, is proud to announce the

Welcoming David Coyle, Our New Chief Revenue Officer, to Smartria
We’re thrilled to announce that Smartria is growing its leadership team by adding David Coyle, who will be the company’s Chief Revenue Officer. We created

Using Comedy to Make Compliance Compelling with Alex Egan
Originally posted to Nasdaq.com – Creativity, Community, and Compliance is a new podcast from Smartria about the power of creativity in the financial services compliance profession.
Client Stories
