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features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Customers require varying levels of support throughout their digital journeys, which presents an opportunity for you to establish yourself as a trusted advisor by providing training solutions that facilitate the adoption of new services and enhance existing solutions with continuous support. By delegating your productivity support tasks, you can concentrate more effectively on your primary business goals related to digital transformation. AppHelp provides a broad range of migration, onboarding, and ongoing support services that enable you to fulfill and surpass the criteria set by Microsoft and Google's Cloud Partner Programs. Additionally, assist your small to medium-sized business clients in reducing their on-site IT expenses with a full-featured Help Desk solution that can diagnose and resolve issues across various platforms, from cloud applications to networking devices and computers. Enhance your business clients' operations by introducing comprehensive IoT solutions that encompass interconnected devices, applications, and robust support. Furthermore, AppHelp delivers remote assistance for various security products, access control systems, audio-visual equipment, and more, ensuring that your customers receive the best possible service. Through these offerings, you can foster stronger relationships with your clients and help them navigate the complexities of their technological landscape.

Description

Our cutting-edge compliance software is tailored to meet the requirements of intricate compliance organizations as well as smaller RIA compliance teams. The SmartRIA platform effectively caters to the diverse needs of compliance consultants, compliance officers, operations personnel, investment advisors, wealth and asset managers, along with their supporting staff. By leveraging SmartRIA, firms like yours can flourish within the regulatory landscape. Crafted specifically for the demands of compliance professionals, SmartRIA solutions enhance the workflow of compliance consultants, officers, operations teams, investment advisors, and wealth and asset managers alike. Picture kicking off your week with a comprehensive overview of your firm's compliance calendar, all accessible through an intuitive dashboard designed for easy mastery within a single day, utilizing technology that genuinely streamlines your operations and boosts efficiency. Additionally, this platform not only simplifies compliance management but also empowers teams to focus on strategic initiatives and growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Advertising Cloud Yes 
Amazon Web Services (AWS) Yes 
AppDirect Yes 
AppWise Yes 
BlueSnap Yes 
Cisco Secure Cloud Analytics Yes 
Coveo Yes 
G2 Yes 
Google Cloud Platform Yes 
Google Workspace Yes 
IBM Cloud Yes 
Kount Yes 
Microsoft 365 Yes 
Shippo Yes 
VMware Cloud Yes 
WalkMe Yes 
Worldpay Yes 

Integrations

Adobe Advertising Cloud No 
Amazon Web Services (AWS) No 
AppDirect No 
AppWise No 
BlueSnap No 
Cisco Secure Cloud Analytics No 
Coveo No 
G2 No 
Google Cloud Platform No 
Google Workspace No 
IBM Cloud No 
Kount No 
Microsoft 365 No 
Shippo No 
VMware Cloud No 
WalkMe No 
Worldpay No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AppDirect

Founded

2009

Country

United States

Website

www.appdirect.com/products/apphelp

Vendor Details

Company Name

Smart RIA

Founded

2011

Country

United States

Website

www.smart-ria.com

Product Features

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

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