Expert support to simplify compliance—from day one.

Compliance Consulting

Managed Services

Custom Services

Expert support to simplify compliance—from day one.

Expert support to simplify compliance—from day one.

Compliance Consulting

Managed Services

Custom Services

Compliance Consulting

The right partner can make all the difference.

That’s why Smartria works with the industry's top RIA compliance consulting firms—trusted experts who use our award-winning software to manage client programs, review marketing materials, publish disclosures, and ensure firms stay on track with SEC and FINRA regulations.

When you join Smartria, our customer success team will connect you with the ideal consultant to fit your firm’s needs—all as part of our white-glove onboarding. Already have a consultant? We’ll help them get started on Smartria so they can serve you better, faster.

Ready to get started? Book a demo and we’ll prioritize finding your perfect compliance partner.

Managed Services

Compliance software should save you time—not create more work.

If your team is stretched thin, Smartria’s Managed Services can take care of the setup and day-to-day software upkeep, so you can focus on clients and growth.

Ask your account representative about adding Managed Services to your plan.

Here's what is included:

White-Glove Onboarding

A seamless transition that sets your compliance program up for success from the start.

Employee Training

Fast, effective training that builds a culture of compliance firm-wide.

Monthly System Maintenance

Our team checks your system monthly to keep everything running smoothly.

Priority Support

Get help when you need it—fast. Managed Services customers jump to the front of the line.

Quarterly Strategic Check-ins

Meet with your Customer Success rep every quarter to ensure your setup evolves with your firm.

Managed Services

Compliance software should save you time—not create more work.

If your team is stretched thin, Smartria’s Managed Services can take care of the setup and day-to-day software upkeep, so you can focus on clients and growth.

Ask your account representative about adding Managed Services to your plan.

Here's what is included:

White-Glove Onboarding

A seamless transition that sets your compliance program up for success from the start.

Employee Training

Fast, effective training that builds a culture of compliance firm-wide.

Monthly System Maintenance

Our team checks your system monthly to keep everything running smoothly.

Priority Support

Get help when you need it—fast. Managed Services customers jump to the front of the line.

Quarterly Strategic Check-ins

Meet with your Customer Success rep every quarter to ensure your setup evolves with your firm.

Services

Custom Professional Services

Have a unique challenge?

We offer flexible, custom solutions tailored to your firm’s needs—whether that’s consolidating client and employee data, onboarding a newly acquired team, or building custom training.

Whatever your need, your dedicated Customer Success representative is here to help.