C2P vs Smart RIA

Rating

(0)

(0)

Starting Price

$6,000.00/one-time

Not provided by vendor

Best For

Not provided by vendor

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

Ideal number of Users

10 - 1000+

1 - 1000+

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

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

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

Not provided by vendor
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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C2P vs Smart RIA

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