What do you like best?
SmartRIA is easy to use, provides a secure repository for all my client data, and provides a wealth of compliance resources and reminders.
What do you dislike?
The software is new and there are still non-essential features that need to be added, like sort on file name.
Recommendations to others considering the product
What business problems are you solving with the product? What benefits have you realized?
I maintain all my client, contractor, employee and other essential files in SmartRIA. I have used it to have my outside compliance consultant provide an document review. From this I have identified numerous changes to policy and procedures. Better that problems are identified and corrected now than when the State Securities Board decides to pay a visit.