Mac Bartine is the CEO of SmartRIA, which is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs.
Doug and Mac talked about the SmartRIA platform and how advisors can take advantage of it to turn compliance to an asset.
They also discussed:
- What drove the idea for SmartRIA and why Mac wanted to pursue compliance solutions
- The benefit of using SmartRIA and what it does for advisory firms
- How advisors are starting to view compliance as an asset and not a barrier
- What technology SmartRIA integrates with and getting approval on social media
- The advantages of reporting client annual reviews and trading it on compliance software
- Mac’s advice for those in the industry on navigating the accelerating rate of change