Best Software for 2025 is now live!
View the Winners
  1. Home
  2. Smart RIA
Product Avatar Image

Smart RIA

Show rating breakdown
4.8 out of 5 stars
5 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2011

Profile Name

Star Rating

5
0
0
0
0

Smart RIA Reviews

Review Filters
Profile Name
Star Rating
5
0
0
0
0
Vern Bell - I.
VI
Vern Bell - I.
Texas Elite Advisory, President | Value Investments Educator & Speaker | 401k Roll Over & IRA Transfer Advisor
08/10/2017
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Essential software for small RIAs

|Smart RIA
SmartRIA is easy to use, provides a secure repository for all my client data, and provides a wealth of compliance resources and reminders.
Robert J.
RJ
Robert J.
Owner, Crew Capital Management
08/09/2017
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Adam W.
AW
Adam W.
CFP®, AIF®, CDFA™ - President/Founder Coppertree, LLC President/Founder Divorce Financial Solutions, LLC.
08/01/2017
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

CCO and Managing Principal for Independent RIA

|Smart RIA
Insightful automation for compliance organization.

About

Contact

HQ Location:
Knoxville, Tennessee

Social

@smartriaco

Details

Year Founded
2011