Learn how to integrate risk and compliance into one robust solution using Smartria & StratiFi
The partnership between Smartria and StratiFi provides Smartria users with an integrated risk management solution for employees and client portfolios.
The integration of the two platforms allows users to leverage StratiFi’s ComplianceIQ features inside of Smartria to streamline risk management across a variety of areas such as monitoring investment risk in accounts, receiving drift alerts, documenting notes and increasing collaboration to resolve exceptions.
The combined offering provides RIAs and hybrid RIAs with a highly robust, innovative and industry-leading risk and compliance management solution.
Enabling the Integration
The integration should be enabled from within Smartria.
- From Smartria navigate to Settings> My Settings > Integrations.
- Choose StratiFi and connect with StratiFI login credentials.
- Once the data has been processed and scores have been returned back you'll see them in Smartria
Note: StratiFi can take up to 48 hours to process the data once the integration has been enabled.