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Smart RIA

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

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Smart RIA Alternatives

The best Smart RIA alternatives based on verified products, votes, reviews and other factors.
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  1. Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

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

  3. Ziggma is the web-based Investment Portfolio Management Software that makes investing easy.

  4. Kyriba offers SaaS based treasury and risk management solutions.

  5. Automated portfolio management monitoring your investments

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

  7. Other Finance & Insurance

  8. Be the first to know about news and market moving analysis on the stocks you follow.

  9. Free stock trading service.

  10. OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected & unexpected credit loss & credit value analysis & adjustments.

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

  12. Read about the latest banking news and trends. Find the best bank accounts, savings accounts and checking information.

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This article was published on | Author: | Publisher: SaaSHub
Categories: IT Automation, Productivity, DevOps Tools