Together, the Companies Offer the Leading
Integrated Compliance Program Management and
Communications Supervision Platforms for RIA Firms
KNOXVILLE, Tenn. and AUSTIN, Texas, July 10,
2024 /PRNewswire/ -- Smartria, a leading provider of
regulatory compliance software, and MirrorWeb, a leader in the
digital archiving and supervision space, today announced that they
have combined forces to deliver an integrated compliance solution
for registered investment advisors (RIAs). The solution allows
customers of both companies to connect their accounts and
seamlessly manage their compliance programs, including regulatory
filings, marketing reviews, and communications supervision,
including but not limited to email, websites, social media and
mobile communications.
"Smartria believes deeply in our Software as a Partnership®
model, and our new relationship with MirrorWeb allows us to deliver
a best-in-class digital archiving solution via our integrated
platforms," said Patrick Hunt, CEO
of Smartria. "David Clee and his
team offer a modern, user-friendly experience for managing all of
RIA's communications supervision needs, and we look
forward to deepening our integration over time."
Smartria partners with many of the leading RIA compliance
consultants and a wide variety of wealth tech companies, including
but not limited to CRMs, wealth management solutions, risk
management platforms, and financial data providers. MirrorWeb–which
offers the full range of supervision services for
websites, social media, mobile messaging platforms, email, and
more–is Smartria's only current archiving and supervision
partner.
"Capturing and monitoring advisors' communications is a critical
component of a financial advisor's compliance posture, but not the
complete picture," said Clee, CEO of MirrorWeb. "We're excited to
offer Smartria's clients an exhaustive communications
supervision solution which evolves with demand. Similarly,
we're eager to give our customers access to Smartria's
compliance management, trade monitoring, advertising review, and
other solutions."
The Smartria-MirrorWeb integration is available immediately.
Anyone interested in learning more can visit Smartria's
website to schedule an appointment with a representative.
About Smartria
Smartria is a leading compliance software platform for RIAs,
hybrid RIAs, RIA networks, and RIA compliance consultants. The
firm's software excels at making the complex and often frustrating
world of regulatory compliance simple to manage and easy to
understand. Smartria's unique roles for compliance consultants and
distributed management of large corporations make its solution able
to handle any compliance problem for any sized company.
For more information on Smartria, please visit
www.smart-ria.com, and follow us on LinkedIn, Facebook, and X.
About MirrorWeb
MirrorWeb helps organizations meet their compliance and digital
preservation needs faster and more easily than ever before. It
provides a unified communications supervision solution for firms in
the financial services sector, from those just registering with the
SEC to the world's largest global asset managers. MirrorWeb is
listed in the FINRA Compliance Vendor Directory, and is also
trusted by major clients in the public sector, working with
governments across multiple countries.
For more information on MirrorWeb, please
visit www.mirrorweb.com, and follow us on LinkedIn.
Smartria's media contact:
Tina
Powell
380242@email4pr.com
201-212-0072
MirrorWeb media contact:
Sean
Stapleton, Digital Marketing Manager
380242@email4pr.com
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SOURCE Smartria