Software Alternatives & Reviews

Smart RIA VS Flexbooks

Compare Smart RIA VS Flexbooks and see what are their differences

Smart RIA logo Smart RIA

Smart RIA is a compliance software helping independent wealth managers to comply state and federal regulations.

Flexbooks logo Flexbooks

Flexbooks enables integration of Quickbooks to MINDBODY.
  • Smart RIA Landing page
    Landing page //
    2023-05-05
  • Flexbooks Landing page
    Landing page //
    2021-07-26

Category Popularity

0-100% (relative to Smart RIA and Flexbooks)
Finance
100 100%
0% 0
Accounting
0 0%
100% 100
Banking
100 100%
0% 0
Cloud Hosting
0 0%
100% 100

User comments

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What are some alternatives?

When comparing Smart RIA and Flexbooks, you can also consider the following products

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

Funding Gates - Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.

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

Newtek - Newtek is the total business solutions provider of lending, payments, technology, payroll & benefits, insurance, and more.

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

ProperSoft - Convert transaction files to a format your accounting software imports. Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable.