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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

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.

Description

TrackMyVendor is an innovative cloud-based platform designed for vendor compliance management, aimed at assisting small to mid-sized businesses in efficiently managing contractor documentation and ensuring regulatory compliance. By offering a user-friendly interface along with automated notifications, TrackMyVendor eliminates the need for cumbersome spreadsheets and tedious email follow-ups typically used for tasks such as license verification, insurance certificate (COI) management, W-9 collection, and tracking document expiration dates. Its key features encompass: A centralized repository for vendor compliance documents Automated alerts notifying users of impending license and insurance certificate expirations Customizable checklists tailored for compliance needs Role-specific access controls for compliance officers and operational teams Exportable reports useful for audits and presentations to the board Integrations that facilitate email and calendar reminders TrackMyVendor serves as an excellent solution for homeowners associations (HOAs), property management firms, construction companies, facilities managers, and small procurement teams, providing a budget-friendly and straightforward option without the complexities associated with traditional ERP systems. Additionally, this platform enables organizations to enhance their operational efficiency and maintain compliance effortlessly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$39/month
Free Trial Yes 
Free Version Yes 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Smart RIA

Founded

2011

Country

United States

Website

www.smart-ria.com

Vendor Details

Company Name

TrackMyVendor

Founded

2026

Country

Unites States

Website

trackmyvendor.com

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 

Product Features

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