Smart-RIA has served to take the compliance "monkey" off of my back. It is very intuitive and speaks clearly to the advisor from an advisor's perspective. The structure and functionality clearly shows the influence of a seasoned financial professional. This is not just another generic, off-the shelf, solution. It allows me to concentrate on my true responsibility - helping my clients achieve their financial goals while ensuring that I am in compliance and am able to help them well into the future as a result. Beyond the compliance aspect, the software does a good job regarding practice valuation, providing business continuity and succession planning. I have not found any other alternative in the market today that incorporates all of these tools in one package. I highly recommend this solution.
Michael Simpson, CFP®, Financial Advisor & Investment Advisor Representative
Visionary Horizons Wealth Management
Smart-RIA has served to take the compliance "monkey" off of my back. It is very intuitive.