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Certent Disclosure Management VS Smart RIA

Compare Certent Disclosure Management VS Smart RIA and see what are their differences

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Certent Disclosure Management logo Certent Disclosure Management

Disclosure management & compliance

Smart RIA logo Smart RIA

Smart RIA is a compliance software helping independent wealth managers to comply state and federal regulations.
  • Certent Disclosure Management Landing page
    Landing page //
    2023-09-21
  • Smart RIA Landing page
    Landing page //
    2023-05-05

Certent Disclosure Management videos

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Certent Disclosure Management (CDM) Solution Overview - Webinar

More videos:

  • Review - Certent Disclosure Management Services
  • Review - Certent Disclosure Management for Annual Report Production

Smart RIA videos

No Smart RIA videos yet. You could help us improve this page by suggesting one.

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Category Popularity

0-100% (relative to Certent Disclosure Management and Smart RIA)

Certent Disclosure Management

Smart RIA

Financial Risk Management
100 100%
Financial Risk Management
0% 0
Finance
0 0%
Finance
100% 100
Governance, Risk And Compliance
100 100%
Governance, Risk And Compliance
0% 0
Fintech
0 0%
Fintech
100% 100

User comments

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What are some alternatives?

When comparing Certent Disclosure Management and Smart RIA, you can also consider the following products

Trintech - Trintech is a leading provider of Financial Corporate Performance Management (FCPM) software - optimizing the entire Record to Report process.

SmartRisk - Set proper downside expectations for your clients with real-time, high-velocity, risk-based margin lending algorithms to calculate portfolio risk for advisors.

RiskMonitor - AxiomSL provides enterprise-wide solutions for Regulatory Reporting, Capital Adequacy, Risk Management, Liquidity, Compliance and Data Management.

LoanHD - LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

KnowRisk - Financial Risk Management

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

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