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Smart RIA VS Spreadsheet Server

Compare Smart RIA VS Spreadsheet Server and see what are their differences

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Smart RIA logo Smart RIA

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

Spreadsheet Server logo Spreadsheet Server

Spreadsheet Server have the power to build financial and operational reports with drill-down capability right in Excel from the ERP.
  • Smart RIA Landing page
    Landing page //
    2023-05-05
  • Spreadsheet Server Landing page
    Landing page //
    2023-09-16

Smart RIA videos

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Spreadsheet Server videos

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Spreadsheet Server Overview

More videos:

  • Demo - Get to Know Live ERP Reporting with a Spreadsheet Server Demo
  • Review - Spreadsheet Server for use with Viewpoint Vista for an Efficient Excel Reporting Process

Category Popularity

0-100% (relative to Smart RIA and Spreadsheet Server)

Smart RIA

Spreadsheet Server

Finance
16 16%
Finance
84% 84
ERP
0 0%
ERP
100% 100
Fintech
100 100%
Fintech
0% 0
Inventory Management
0 0%
Inventory Management
100% 100

User comments

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What are some alternatives?

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

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

RF-SMART - Improve accuracy with RF-SMART's WMS - Inventory management barcoding solutions for NetSuite, Oracle Cloud SCM, Microsoft Dynamics AX, JD Edwards EnterpriseOne, and JD Edwards World.

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

Global Cash Card - Global Cash Card offers a paycard solution to take your payroll 100% electronic. Our customized payroll card programs are simple to implement and easy to use.

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

SAP Cloud Appliance Library - Tools for ERP

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