Smart RIA

COMPLY is a modern compliance management platform built specifically for financial services firms. It centralizes regulatory requirements, automates manual workflows, and helps firms stay ahead of evolving regulations. By uniting data, solutions, services, and education, COMPLY empowers compliance teams to scale operations efficiently while reducing regulatory risk. The platform supports a range of functions—from regulatory filings and policy reviews to managed services—acting as an extension of your team. Designed for private funds, broker-dealers, wealth managers, investment banks, and more, COMPLY ensures firms operate in the best interest of investors and clients. With its easy-to-use interface and expert support, COMPLY delivers confidence, clarity, and control over compliance programs.

Boombirds is a cloud-based SaaS digital platform helping Professional Firms to avoid the chaos of their day to day operations, and focus on growing their business. Designed for business users, no technical skills required, Boombirds empowers you to rapidly transform your manual processes into unlimited, actionable, procedure-based workflows in minutes. The ideal solution for remote teams. Never leave money on the table again with all activities automatically time-logged so you can easily report on productivity of employees and hours spent for billing clients. Boost productivity, spot bottlenecks, eliminate waste & ultimately free up your time with a bird’s-eye view of your operations via multi-dimensional Kanban-inspired smartboards. Guarantee accountability & compliance with your operating procedures using your own defined steps, checklists & meaningful data capture. Invite customers, provide status visibility, collaborate contextually, & collect feedback with ease.