Compliance iNBOX vs Smart RIA

Compliance iNBOX

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Smart RIA

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Description

Compliance iNBOX

Compliance iNBOX

Compliance iNBOX is designed for businesses needing a straightforward way to manage their compliance needs. With a heavy focus on user-friendly features, it offers an efficient solution to stay on top... Read More
Smart RIA

Smart RIA

Starting and running a Registered Investment Advisor (RIA) firm is no small feat, and that's where Smart RIA comes in. Smart RIA is specially designed to help financial advisors and compliance officer... Read More

Contact Info

Year founded :

2009

+91 80 2572 4600

Not Available

India

http://www.linkedin.com/company/compliance-inbox

Year founded :

Not Available

Not Available

Not Available

Not Available

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Features

Compliance Management

Document Storage
Automated Alerts
Task Tracking

Customer Support

Help Center
Live Chat

Reporting and Analysis

Trend Analysis
Custom Reports

User-Friendly Interface

Clean Dashboard
Intuitive Navigation

Risk Management

Risk Monitoring
Risk Assessment

Policy Management

Policy Distribution
Policy Creation

Audit Management

Audit Tracking
Audit Planning
Audit Reporting

Training Management

Training Scheduling
Training Tracking

Incident Management

Incident Reporting
Incident Resolution

Task Management

Progress Tracking
Automated Task Assignment

Compliance Management

Audit Preparation
Automated Compliance Tracking
Document Management

Data Security

Access Controls
Encryption

Client Management

Client Portal
Profile Management

Pricing

Compliance iNBOX logo

Pricing Not Available

Smart RIA logo

Pricing Not Available

Metrics History

Metrics History

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