These 10 Smart RIA compliance software training videos are around one to two minutes each, and walk you through all the major features in Smart RIA, including their purpose and how to start using them.
Video 1 is about getting started; videos 2 – 8 are about specific features; video 9 puts them all together for the Advisor workflow, and video 10 is the CCO workflow.
You can watch all 10 videos straight through, or use the list of videos underneath the player to switch from video to video.
Would you like us to provide additional tutorials? Please use our contact form to let us know what you’d like to see!