The arrangement allows customers of both companies to connect their accounts and seamlessly manage their compliance programs.
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The two companies will integrate their platforms and deliver TradePMR's custodial data into Smartria's compliance software.
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He joins the company that provides compliance software solutions for financial advisors after seven and one-half years at Lirio.
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Named Cybersecurity Focus, the product is described as "purpose built" to align seamlessly with forthcoming regulations.
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The Knoxville-based compliance management software firm serves registered investment advisors (RIAs). The latest funding comes from previous investors.
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Knoxville-based Smartria® has been selected as a member of RevTech Labs‘ 17th fintech and insurtech cohort which also happens to be the Charlotte-based program’s largest group. “Major insurance companies are…
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Knoxville’s SmartRIA®, a leading compliance software platform for Registered Investment Advisors (RIAs), hybrid RIAs and RIA networks, has secured a strategic investment from The Compound Capital Fund I LP. The…