Smart-RIA
Pricing available on request
What is Smart-RIA?
Smart RIA compliance software offers the most comprehensive software for helping independent wealth managers to grow their business and stay independent.
Advantages
- Portfolio management
- Risk assessment tools
- Compliance tracking
- Client reporting
- Investment analytics
- Fee management
- Data integration
- User-friendly interface
Company
- location
- New York, USA
- founded year
- 2010
- employee size
- 50-100
- parent company
- Smart-RIA Inc.
Reviews
Be the first to write a review!!
*Content has been generated by AI. May contain inaccuracies.
AI tool · free for everyone
Already paying for Smart-RIA?See every other SaaS your team uses — while you grab a coffee.
Our AI reads your billing emails and surfaces every paid vendor, the monthly amount, the renewal date, and the license waste. No dashboards to set up. No signup needed for a preview. Read-only access.
Run my free AI auditNo card · 60 seconds
AI reads your invoices
Same way you'd scan them yourself — but in seconds, across 2,000 emails.
Read-only access
Token-scoped to Gmail / Mail.Read. Revoke any time.
Inbox never stored
We persist only the extracted vendor summary.