Shield Docs vs Smart RIA
Description
Shield Docs
Shield Docs is a software designed to help organizations manage and protect their sensitive documents with ease. At its core, it offers a secure and efficient way to handle digital documents, ranging ... Read More
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 :
2018
+61 1300 717 166
Not Available
Australia
Not Available
Year founded :
Not Available
Not Available
Not Available
Not Available
Not Available
Features
Security and Compliance
Access Controls
Compliance Reports
Data Encryption
Integration
Custom Integrations
Third-Party Apps
API Access
User Experience
User-Friendly Interface
Mobile Access
Customizable Templates
Collaboration Tools
Real-Time Editing
Commenting and Feedback
Version History
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
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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