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Knowledge Base
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SmartRIA Pro
  • Release Notes
  • Account & Set Up
    • Account Settings
    • Billing and User Management
    • Notifications and Alert Settings
    • Getting Started
  • Integrations
    • CRM Integrations
    • Custodial Data Integrations
  • SmartRIA Pro
    • Dashboards and Navigation
    • Task Assignments
    • Managing the Master Calendar
    • Managing the Forms Library
    • Clients and Accounts
    • File Storage
    • Reports
  • Email Archiving
  • Data Governance
  • Trade Monitoring
  • United Kingdom Firms
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      1. Knowledge Base
      2. SmartRIA Pro
      • Release Notes
      • Account & Set Up
        • Account Settings
        • Billing and User Management
        • Notifications and Alert Settings
        • Getting Started
      • Integrations
        • CRM Integrations
        • Custodial Data Integrations
      • SmartRIA Pro
        • Dashboards and Navigation
        • Task Assignments
        • Managing the Master Calendar
        • Managing the Forms Library
        • Clients and Accounts
        • File Storage
        • Reports
      • Email Archiving
      • Data Governance
      • Trade Monitoring
      • United Kingdom Firms

      SmartRIA Pro

      SmartRIA Pro Platform

      Dashboards and Navigation

      • Professional CCO Dashboard
      • Professional Advisor Dashboard

      Task Assignments

      • Compliance Calendar Tasks
      • Completing a Task with a Form in SmartRIA

      Managing the Master Calendar

      • Edit and Publish a Task as the CCO
      • Editing Tasks as a CCO
      • How to Delete An Individual Task Assignment
      • Add Comments to Completed Tasks
      • Edit a Task to Remove a Form
      • How to Bulk Delete Overdue Task Assignments
      • Bypass Form Requirements and Mark a Task Complete
      • How To Email Employees About Tasks
      See more

      Managing the Forms Library

      • Quickly Pin Forms to Dashboard

      Clients and Accounts

      • Import Clients Manually with CSV File
      • Sharing Clients with Multiple Advisors
      • Moving a Client to a New Advisor
      • Removing a Client from an Advisor
      • Unhouseholded Accounts
      • Merging Clients
      • Client Households
      • Editing Client Data
      See more

      File Storage

      • Compliant Data Storage
      • How to manage books and records in SmartRIA
      • CCO Access to Advisor Documents
      • Advisor Document Storage

      Reports

      • Client Annual Review Reports
      • Reports
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