Manage vendor risk and strengthen data oversight.

Centralized tools for vendor due diligence, incident response, and employee access management—all in one place.

Total vendor visibility in 5 simple steps.

1

Identify

Identify the vendors used across your firm and within your branch offices.

2

Evaluate

Evaluate risks based on vendors’ cybersecurity policies, procedures and the types of data they store.

3

Monitor

Monitor vendor attestations, contract status, security news and more.

4

Manage

Easily add additional vendors from hundreds of vendors already verified within Smartria Governance.

5

Report

Run audit-ready reports on the status of your vendors and who’s using them.

Total vendor visibility in 5 simple steps.

1

Identify

Identify the vendors used across your firm and within your branch offices.

2

Evaluate

Evaluate risks based on vendors’ cybersecurity policies, procedures and the types of data they store.

3

Monitor

Monitor vendor attestations, contract status, security news and more.

4

Manage

Easily add additional vendors from hundreds of vendors already verified within Smartria Governance.

5

Report

Run audit-ready reports on the status of your vendors and who’s using them.

Be ready when the unexpected happens.

Be ready when the unexpected happens.

Document

Maintain a single-source of truth on your firm's employees and vendors and what data they have access to.

Monitor

Document data breaches and security or policy-related incidents and resolutions within your firm.

Notify

Easily gather incident information to share with clients when needed and prepare reports for examiners during audits.

Know who has access and prove it.

Quickly see who has access to what systems and data, and maintain a good security posture with severity-level management.

Know who has access and prove it.

Quickly see who has access to what—and make updates that sync with your Code of Ethics.

Build a smarter Vendor Governance program.

See how Smartria helps you stay compliant, secure, and in control.
Book a Demo

Build a smarter Vendor Governance program.

See how Smartria helps you stay compliant, secure, and in control.
Book a Demo