Knowledge Base
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SmartRIA Pro
Release Notes
Account & Set Up
Account Settings
Company 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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Knowledge Base
SmartRIA Pro
Release Notes
Account & Set Up
Account Settings
Company 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
How to Email Employees About Tasks
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
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
Client Required Documents
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
