Software Alternatives & Reviews

Smart RIA VS Pocket Risk

Compare Smart RIA VS Pocket Risk 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.

Pocket Risk logo Pocket Risk

Pocket Risk assesses financial risk and produces an insightful report for financial advisors and their clients.
  • Smart RIA Landing page
    Landing page //
    2023-05-05
  • Pocket Risk Landing page
    Landing page //
    2023-07-10

Smart RIA videos

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Pocket Risk videos

Pocket Risk Review, Gamification in Financial Planning, and Bob Veres on Industry Trends

Category Popularity

0-100% (relative to Smart RIA and Pocket Risk)
Finance
100 100%
0% 0
Financial Risk Management
Fintech
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

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What are some alternatives?

When comparing Smart RIA and Pocket Risk, 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.

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.

Certent Disclosure Management - Disclosure management & compliance

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

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