Software as a Partnership™ is more than best-in-class service. SmartRIA understands that we’re more powerful for you when we leverage strategic partnerships and integrations to help you solve more problems with less effort. A good partnership or integration doesn’t just eliminate double work, it creates a sum that’s more valuable to our customers than either of the solutions would be on their own. We are committed to building and fostering these integrations and partnerships to continually drive greater value for you.
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Black Diamond Wealth Platform
The Black Diamond Wealth Platform empowers you to deliver a personalized client experience by leveraging:
- Cloud-based portfolio management and reporting
- Next-gen Rebalancer
- Modern Client Experience portal
SS&C Advent is laser focused on helping our clients compete and thrive. Our solutions eliminate boundaries between systems, people and information. So you can make better informed decisions, accomplish more in less time, manage and minimize risks, and comply with complex regulations.
Visit SiteBridgeFT
Bridge is a financial technology company with an operating history of over 15 years. They believe that everyone should have access to a fiduciary advisor, and over the last 3 years have rebuilt their tech from the ground up with precisely that advisor in mind. BridgeFT software focuses on automating necessary but time consuming work for advisors, from data and portfolio management to client report delivery. This in turn allows the advisors they work with to scale faster, serve more clients, and run more efficient businesses.
Visit SiteCharles Schwab
Schwab is the industry leader and largest custodian of Registered Investment Advisor (RIA) assets,1 providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms. For over 30 years, we have worked resolutely with independent advisors to develop proven processes and insights for starting, building, and growing their firms.
Visit SiteLPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. The firm serves independent financial advisors and financial institutions, providing the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. SmartRIA is the only compliance software approved for LPL’s Vendor Affinity Partner Program, which helps financial advisors to reduce the complexity and costs of running their practices.
Visit SiteMTradecraft
MTradecraft conducts real-world cyber attacks against our clients to show them an easier, and less expensive, path to being cyber strong.
Attacks or Audits: Our clients are always prepared.
Visit SitePlaid
Plaid is focused on enabling innovation and democratizing financial services through technology. Plaid builds a data transfer network that powers fintech and digital finance products. Plaid’s technology enables applications to connect with users’ bank accounts.
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Provincial Development Group
The Provincial Development Group serves Wealth Management Firms by equipping their leaders to lead more effectively, build scale and realize sustainable growth. We accomplish this through an engaged and vibrant collaboration with our clients, that goes above and beyond the traditional parameters of consulting. Firms that partner with us appreciate the achievement of what matters most, compelling results that enable greater clarity, conviction and confidence. Our clients tell us they value the depth of our experience, our bias for progress and our integrated approach.
Visit SiteRedtail Technology, Inc.
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have more time, earn more money, and have more fun.
Visit SiteSalesforce
Salesforce is the Customer Success Platform. Their social and mobile cloud technologies—including their flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.
Visit SiteTD Ameritrade
TD Ameritrade is a broker that offers an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, cryptocurrency, mutual funds, and fixed income investments.
Visit SiteWealthbox
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
Visit Site*All registered trademarks or logos are property of their respective owners and are in no way formally affiliated with SmartRIA.