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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Advolux serves as an all-encompassing solution for legal practice management, aimed at aiding law firms in optimizing their everyday functions. This platform provides a variety of tools for managing cases, documents, tracking time, handling billing, and facilitating communication, which allows legal practitioners to effectively and securely oversee their workflows. Featuring a user-friendly interface and adaptable configuration settings, Advolux enhances productivity, ensures compliance, and allows law firms to offer consistent and dependable services to their clientele. Furthermore, its robust functionality can be tailored to meet the unique needs of different legal practices, fostering an environment of efficiency and organization.

Description

Our cutting-edge compliance software caters to a wide range of organizations, from large compliance firms to smaller RIA compliance teams. The SmartRIA platform is specifically tailored to meet the diverse needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth managers, and the personnel that support them. SmartRIA empowers firms like yours to flourish in a competitive landscape. Are you looking for a solution that can efficiently manage hundreds of professionals while scaling alongside your needs? SmartRIA stands out as the most adaptable RIA compliance management platform available in the market. You can trust that your cyber-defense protocols and procedures will safeguard the sensitive client information entrusted to your firm through meticulous professional evaluation and documentation. Leverage SmartRIA to establish robust documentation practices and foster a compliance-oriented culture, ensuring that your operational processes are as efficient and transparent as possible. With the SmartRIA platform, you will join over 2,400 firms that are already benefiting from this effective RIA compliance management tool, making it a trusted choice for the industry. This platform not only simplifies compliance management but also enhances overall operational effectiveness for its users.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

726,13 €
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Haufe Lexware GmbH & Co KG

Founded

2008

Country

Germany

Website

www.advolux.de/

Vendor Details

Company Name

Smartria

Founded

2011

Country

United States

Website

smart-ria.com

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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