LogicGate vs Smart RIA

Starting Price

Not provided by vendor Not provided by vendor

Best For

Organizations that use risk profiles to assist with accurate decision making.

Compliance software that assists small to large sized RIA firms and independent advisors with document storage, practice management and CRM integration.

Rating


5 / 5
(9)

(0)

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Product Features

  • close Archiving & Retention
  • check Audit Trail
  • check Controls Testing
  • close Environmental Compliance
  • check FDA Compliance
  • check HIPAA Compliance
  • close ISO Compliance
  • close OSHA Compliance
  • check Risk Alerts
  • check Sarbanes-Oxley Compliance
  • check Version Control
  • check Archiving & Retention
  • check Audit Trail
  • close Controls Testing
  • close Environmental Compliance
  • close FDA Compliance
  • close HIPAA Compliance
  • close ISO Compliance
  • close OSHA Compliance
  • check Risk Alerts
  • close Sarbanes-Oxley Compliance
  • close Version Control

Screenshots

View 5 screenshots 34745 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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LogicGate vs Smart RIA

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