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Servion recognized as Cisco Unified Contact Center Enterprise Authorization Partner in Canada


Servion Global Solutions (Servion), a leading Contact Center and Digital Customer Experience (CX) solution provider, has successfully expanded its Cisco offering into the Canadian market and is recognized as a Canadian Cisco Unified Contact Center Enterprise Satellite Authorization partner that can sell, deploy, and support, Cisco’s Enterprise Unified Contact Center solution portfolio.

Servion, a Cisco Advanced Technology Partner since 2006, employs over 250 Cisco-certified Contact Center Sales specialists, Pre-Sales Engineers, Implementation consultants, CX Managers and has implemented more than 200 Cisco-based contact center solutions. With one of the highest Net Promoter Score (NPS) in the industry (67+ FY 2019), Servion is excited to bring its expertise and innovation to its Canadian clientele. Apart from being Unified Contact Center Enterprise certified, Servion is also certified in Cisco WebEx Contact Center, Cisco Collaboration Specialization and Cisco Cloud and Managed Services Master Partner making us a one-stop-shop for all Cisco Contact Center and Collaboration services.

Servion is not only one of the few solution providers that can build, integrate, and support all of Cisco’s contact center platforms (on-premise, cloud, hosted), it also has a team of contact center experts based in Canada that will leverage our global experience, tools, methodologies and IPs built over the last 25 years.

“Servion has been providing contact center solutions to some of the leading enterprises in Canada and this certification uniquely qualifies and strengthens Servion to deliver best-in-class contact center solutions to existing and prospective customers in the Canadian market” – Shiv Tasker, EVP Global Sales at Servion, “Our broad expertise on Cisco solutions and technologies gives us the ability to design and deliver innovative unified contact center enterprise solutions.” 

About Servion  

Servion Global Solutions brings forward over 25 years of expertise, service excellence, and the trust of customer-centric brands to architect, implement, and manage Contact Centers and Customer Experience (CX) solutions. Servion delivers complete solutions for businesses through innovation, digital transformation, and by leveraging the best available technologies while maximizing their existing investments. Our 1,000 CX professionals apply their passion and deep domain expertise to the entire build-run-optimize solution lifecycle. Servion has helped 600 enterprises across the globe deliver great experiences to their customers, partners, and employees.  

For more information, visit https://www.servion.com

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The ATS Group Supports Local Businesses Impacted by COVID-19


“I am a small business owner myself, and I can appreciate the challenge my peers are facing,” says Conley. “ATS has been fortunate to date, and it was a no-brainer to me that we should be helping these folks stay in business.”

Advanced Technology Services (ATS) Group, an IT Managed Services Provider (MSP) announced today that it is offering each team member up to $200 USD to spend at their favorite local businesses. They are also making financial contributions to small businesses in the area. This announcement comes in a time where many small business owners are fearful of the impact to both their business and their employees caused by the coronavirus outbreak.

In an email to employees, Tim Conley, Principal of The ATS Group, acknowledged, “There are many areas of the Economy that are truly hurting.” He goes on to say, “I would like us, as a team, to do our part to help out.”

“I am a small business owner myself, and I can appreciate the challenge my peers are facing,” says Conley. “ATS has been fortunate to date, and it was a no-brainer to me that we should be helping these folks stay in business.”

Over the next several weeks, employees of The ATS Group are being encouraged to “pay it forward,” by ordering takeout or delivery from their favorite local restaurants, shopping online with local merchants, or purchasing gift cards for services using the stipend provided by the company.

Additionally, ATS has made financial donations to several area businesses that have been impacted by the temporary close of their business. Donna Rudolf Fitzpatrick, owner of Lotus Hair & Skin Studio, a full-service salon in Morton, PA, is one of the recipients of The ATS Group’s donations. “This is a challenging time for our business, employees, and families,” says Rudolf Fitzpatrick. “The ATS Group’s contribution means so much. We are incredibly grateful that they are willing to stand by our side in this way.”

“I am thrilled to work for a company that cares not only about me and my family, but also our community,” says Andy Wojnarek, Principal Solutions Architect at The ATS Group. “This is a really generous gesture, and it gave all of us a positivity boost in an otherwise tough time.”

For more information on The ATS Group, visit http://www.TheATSGroup.com and find ATS on LinkedIn and Facebook.

About ATS Group: The ATS Group provides a fully inclusive set of technology services and tools designed to innovate and transform IT. Their systems integration, business resiliency, cloud enablement, infrastructure intelligence and managed services help businesses of all sizes “get IT done”. With nearly 20 years in business, ATS has become the trusted advisor to nearly 500 customers across multiple industries. They have built their reputation around honesty, integrity, and technical expertise that is unrivaled by the competition.

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Avasant Acquires Strativa®, Establishing a Platform for Technology Evaluation


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With the Strativa acquisition, we are launching the world’s largest platform and repository of software and technology data with over 2,000 vendors covered.

Avasant, a leading management consulting firm today announced its acquisition of Strativa®. Founded in 2000, Strativa serves clients in the selection, price comparison, and procurement of technology solutions.

The acquisition will expand Avasant’s data warehouse of IT vendor and product information, further enhancing Avasant’s consulting offerings, which include vendor selection services and RadarView™ Market Assessments.

Avasant’s CEO, Kevin S. Parikh, said, “With the Strativa acquisition, we are launching the world’s largest platform and repository of software and technology data with over 2,000 vendors covered.”

Strativa will become Avasant’s analytics platform to support the selection of the best-fit technology solutions for organizations. From enterprise software evaluation to cloud deployment options, this acquisition will provide real data-driven insights to help buyers make independent technology choices.

The Strativa deal follows Avasant’s recent acquisition of Computer Economics™. Frank Scavo, Avasant Partner and President of Computer Economics, said, “Data driven decision-making is no longer optional. Clients want real metrics before making critical business decisions.”

Akshay Khanna, Global Lead for Avasant Labs added, “We welcome the Strativa team with their in-depth experience in the early stages of technology selection, where clients are looking for unbiased data and advice for understanding their options. Strativa’s wealth of knowledge in the enterprise systems marketplace will be a terrific complement to Avasant’s existing Research and Data solutions including AvaMark™, AvaSense™, Computer Economics™, RadarView™, and Global Equations™.

About Avasant

Avasant is a leading management consulting firm focused on translating the power of technology into realizable business strategies for the world’s largest corporations. Specializing in digital and IT transformation, sourcing advisory, global strategy, and governance services, Avasant prides itself on delivering high-value engagements through industry-focused innovation and flexible client-based solutions.

Our seasoned professionals have an average of 20 years of industry-honed expertise, having conducted 1000+ engagements in over 50 countries. Avasant’s next generation consulting and advisory methods have made it the top-ranked firm in its class, with recognition from numerous organizations, including: Vault, NOA, IAOP, and Wall Street Journal.

For more information, visit https://www.avasant.com.

Follow news, photos and video on Twitter at http://www.twitter.com/avasant, Facebook at https://www.facebook.com/avasantllc, and LinkedIn at https://www.linkedin.com/company/avasant/.

About Strativa

Strativa® is an Avasant analytics platform to support the selection, price comparison, and procurement of the best-fit technology solutions for clients. From IT strategy to enterprise software evaluation to cloud deployment options, we provide data-driven insights to help buyers make the right technology choices. Avasant management consultants utilize this platform to provide independent and unbiased advice for organizations to make data driven business and technology decisions, along with practical assistance to carry out those decisions for bottom line results.

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Waggl Offers Free 90-Day Use to Help Organizations Hear from Their People During the COVID-19 Crisis


Graphic illustrating how organizations and people adapt to change

Waggl’s Employee Voice Platform Helps Organizations Adapt to the “New Normal”

“In the midst of the challenges we currently face as individuals and leaders, I believe that our ability to rapidly learn from one another will be one of our greatest assets,” said Michael Papay, Co-founder and CEO, Waggl

Waggl today announced that, in order to help support organizations during the COVID-19 crisis, it is offering use of its Employee Voice platform for 90 days at no cost. Learn more here: http://www.waggl.com/covid-19. This is a stand-alone license with no contractual agreement.

Waggl is a robust employee engagement solution that utilizes Employee Voice to crowdsource real-time insight to drive faster action and alignment around critical business topics. By enabling a shared real-time dialogue around critical questions, Waggl rapidly surfaces and prioritizes insights, ideas, and information to help organizations maintain connection and reinforce a sense of community in the midst of uncertain times.

“In this time of great uncertainty, we want to help — and we believe that enabling organizations to maintain genuine connection and community with their employees is the most human and heartfelt way that we can provide support,” said Michael Papay, Co-founder and CEO, Waggl. “Listening to every voice has never been more crucial. In the midst of the challenges we currently face as individuals and leaders, I believe that our ability to rapidly learn from one another will be one of our greatest assets. Now, more than ever, it is critical for leaders to harness the wisdom of all the people within their organizations, as we adjust to the new normal.”

Right now, remote work and interrupted workflows are presenting steep challenges to how many organizations keep employees engaged and productive. By keeping people engaged, connected, and informed, Employee Voice is the most agile way to include people in authentic dialogue, and align teams around action.

“Organizations create a voice culture when they empower employees to share ideas and concerns about organizational improvements,” said Dr. Russell Robinson, Founder of Amplified Research. “This increases employees’ engagement in the company’s goals.”

Waggl’s COVID-19 response package includes:

  • Free use of Waggl for 90 days with 3 pre-loaded question sets
  • Complimentary 15-minute onboarding call
  • Comprehensive ‘Getting Started with Waggl” guide

“The truth is that the COVID-19 crisis has forever changed the landscape of business and work – and in order to co-create the future, we can’t go backward,” said Papay. “There is a tremendous amount of power and comfort in our collective intelligence. Building a continuous listening process that asks people for their input, in and of itself, helps to create an environment of mutual trust in which people feel more safe and empowered to do their jobs.”

To learn more about Waggl, please visit https://www.waggl.com/.

About Waggl

For HR leaders who need to measure, and truly improve engagement, Waggl is an Employee Voice platform that crowdsources real-time insight to drive faster action and alignment around critical business topics. Inspired by the waggle dance honeybees do to communicate vital information, Waggl believes every voice matters. Unlike heavy surveys or basic pulse tools, Waggl is a dialogue-first approach to engagement that creates shared ownership through inclusive team-based action planning.

With a seasoned Executive Team and premiere customers including Freddie Mac, Paychex, Heineken, 3M, Mastercard, UCSF Medical Center, McGraw Hill, Taylor Morrison and Parsons, Waggl partners with leading enterprises to harness the collective intelligence of their people. For more information and an expanded customer list, please visit https://www.waggl.com.

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InSync Training Celebrates Inaugural Virtual & Blended Learning Instructional Designer Day


Instructional designers can critically look at content and make solid, achievable recommendations about how to maintain quality and engagement.

Wednesday, March 18, 2020 marks InSync Training’s first-ever Instructional Designer Day, an annual day of recognition for learning & development practitioners who create modern learning courses and experiences.

The celebration includes a blog post, notes of thanks, social media shout-outs, free resources, and an informative complimentary webinar – all promoting the spirit of collaboration, innovation, and professionalism demonstrated by learning designers.

For over 20 years, instructional design has laid the foundation for InSync Training’s success in the virtual learning environment. The design team not only creates comprehensive programs for multinational firms, government agencies, and small-to-medium sized businesses, it also shares their best practices with other practitioners in the field.

Today’s designers need to help training professionals achieve larger business goals through thoughtful content organization and creation, and engage learners in a distracting and complex world. They assume ownership over, prepare for, and execute training initiatives focused on a myriad of topics. By authentically aligning learning objectives with ideal delivery formats, they maximize learning transfer and learner engagement, inspire interactivity and collaboration, and plan for program evaluation and review.

InSync’s experts define, model, and apply seven core competencies that result in enriching and memorable skill building events:

1. Analytical instructional design

2. Impactful engagement creation

3. Activity creation

4. Accountability design

5. Application of Adult Learning Principles

6. Instructional material development

7. Cultural intelligence

In an age of corporate globalization and unexpected crises, the learning function must adapt to changing needs and shifting dynamics. When asked to share her feelings on this day of recognition, InSync’s Founder & President Jennifer Hofmann shared,

“This is a great time to ask me how I feel about our virtual classroom instructional design team! So many clients are asking how to quickly move already scheduled programs online due to the COVID-19 crisis – and designers can critically look at content and make solid, achievable recommendations about how to maintain quality and engagement. They always seem to be calm, and inspire calm, in any project they take on. I value their expertise and professionalism.”

Despite massive levels of responsibility and inherently public-facing work, the excellent efforts of instructional designers often go unnoticed, underappreciated, or unrecognized. To resolve this widespread misstep, InSync plans to celebrate this professional holiday each year on the third Wednesday of March, and invites other organizations and teams to do the same. Share your stories of and kudos for course design greatness on social media using #InstructionalDesignerDay.

To learn more about virtual classroom and blended learning instructional design, including complimentary resources detailing InSync Training’s proven approach, visit: http://www.InSyncTraining.com

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Influitive Introduces Virtual EventHub™ Managed Service


Influitive Introduces Virtual EventHub™ Managed Service

Influitive Introduces Virtual EventHub™ Managed Service

We want to leverage our engagement mechanics expertise to help marketing teams create interactive and personalized experiences for their attendees online, no matter where they are.

Influitive Corporation—a leading provider of customer advocacy and engagement software—today announced the launch of Virtual EventHub™, a fast and easy way to create a live digital event for unlimited attendees in as little as three weeks.

“Influitive recognizes that organizations are operating under unprecedented circumstances and are seeking ways to create compelling virtual events,” said Dan Cote, Chief Marketing Officer at Influitive. “We want to leverage our engagement mechanics expertise to help marketing teams create interactive and personalized experiences for their attendees online, no matter where they are.”

Key features of Influitive’s Virtual EventHub™ include:


  • Full feature SaaS platform – Take advantage of Influitive’s full enterprise-level feature set, including out-of-the-box reporting for tracking user engagement and ROI.
  • Complete project management – Influitive staff will build, customize, and fully manage your virtual event hub. No need to learn new software or hire or train staff.
  • Modern discussions – Set up unlimited categories that support photo, video and file uploads, polling, Q&As and Ask Me Anything (AMA) interactions.
  • Interact and learn on-the-go – Enable attendees to access your virtual hub from anywhere with a custom-branded mobile app for iOS and Android.
  • Integrated with Salesforce – Keep the insights you generate on event attendees by sending all activity directly to Salesforce, tied to new or existing contact records.

The managed service offering is for two months for pre-, during, and post-event engagement with attendees, with the option to keep the hub open for additional months. Visit the Influitive EventHub page to learn more and to schedule a meeting with one of our event specialists.

About Influitive

Influitive works with forward-thinking marketers and digital businesses who want a better way to engage customers and mobilize advocates to increase referrals, references, reviews, case studies, and more. Our easy-to-use SaaS platform combines industry-leading customer advocacy tools, expert services, and training with intelligent automation, gamification, and personalization features that drive extreme engagement and customer growth at scale. Leading brands such as Cisco, Oracle, Adobe, ADP, and IBM trust Influitive to help foster collaboration, build trust and deepen relationships with customers for top-line growth and bottom-line profits. Visit influitive.com to learn more.

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Townsend Security Extends Free NFR Licenses for Key Management Server (KMS) to Microsoft MVPs and AWS Heroes


After launching with VMware vExperts, we are excited to extend the program to Microsoft MVPs and AWS Heroes. I believe they will be pleased to see how fast and easy encryption key management has become.

Townsend Security today announced that it is extending free Not for Resale (NFR) licenses to Microsoft MVPs and AWS Heroes for Alliance Key Manager, their FIPS 140-2 compliant encryption key management server (KMS). The NFR licenses are available for non-production use only, including educational, lab testing, evaluation, training, and demonstration purposes. NFR Licenses are available at https://info.townsendsecurity.com/nfr-license.

Joining VMware vExperts in Townsend Security’s successful NFR program, Microsoft MVPs and AWS Heroes can protect databases, applications, and VMware images with a secure and compliant key management server (KMS). Additionally, the solution allows businesses to properly encrypt private data without modifying their business applications. Alliance Key Manager supports the OASIS Key Management Interoperability Protocol (KMIP) and Microsoft’s Extensible Key Management (EKM) found in SQL Server Enterprise 2008+ and SQL Server Standard 2019+. The solution is available as a VMware Virtual Machine or in the cloud (AWS, Microsoft Azure).

Additionally, Townsend Security provides Alliance Key Manager users with a wide range of ready-to-use security applications, SDKs, and sample code. With over 3,000 users worldwide, the solution is helping businesses achieve their security and efficiency goals in cloud and VMware environments.

“Protecting sensitive data continues to be a critical concern in IT, and an important part of both security and compliance efforts,” said Patrick Townsend, CEO of Townsend Security. “After launching with VMware vExperts, we are excited to extend the program to Microsoft MVPs and AWS Heroes. I believe they will be pleased to see how fast and easy encryption key management has become.”

Microsoft MVPs and AWS Heroes can request an NFR license of Alliance Key Manager here.

About Alliance Key Manager

Townsend Security’s Alliance Key Manager allows enterprises to effectively encrypt data and meet security requirements in less time and at a lower cost. The solution provides full life-cycle management of encryption keys for a wide variety of applications to help organizations meet California CPA, NY-DFS, PCI DSS, HIPAA, and GDPR compliance. Available at no extra charge, Townsend Security includes ready-to-use security applications (SQL Server, Drupal, more), SDKs, and sample code (Java, C#, Perl, PHP, and more) for developers. Additionally, there are never extra fees for deploying client-side applications.

About Townsend Security

Townsend Security creates data privacy solutions that help organizations meet evolving compliance requirements and mitigate the risk of data breaches and cyber-attacks. Companies worldwide trust Townsend Security’s NIST and FIPS 140-2 compliant solutions to meet encryption and key management requirements in PCI DSS, GDPR, CCPA, HIPAA/HITECH, FISMA, and other regulatory compliance requirements. Learn more at http://www.townsendsecurity.com.

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Scale Computing Honored with “XCellence in Solutions Track Presentation” Award at 2020 XChange March Conference


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Scale Computing, a market leader in edge computing, virtualization and hyperconverged solutions, today announced that it has been honored with an 2020 XCellence Award for the “XCellence in Solutions Track Presentation” category at the XChange conference, hosted by The Channel Company in San Antonio, Texas.

Scale Computing was selected for this award by leading solution providers attending the XChange conference in appreciation of its innovative products, services and partner programs. The “XCellence in Solutions Track Presentation” award recognizes Scale Computing’s dedication to helping solution providers future-proof their business.

“XChange draws the IT channel’s elite technology vendors — vendors that are devoted to providing forward-thinking technology solutions and business strategies to help solution providers be the most profitable today and, in the future,” said Bill Jones, senior vice president and general manager, events, The Channel Company. “Through their products, programs and services, these vendors have demonstrated an unwavering commitment to helping solution providers capitalize on market trends and the ever-changing needs of their customers to achieve lasting success. We congratulate Scale Computing and thank all the recipients of 2020 XCellence Awards for their valuable contributions to today’s digitally driven channel.”

The XCellence Award win continues Scale Computing’s winning momentum including “Best Midmarket Solution: Hardware,” “Best Boardroom: Premier” and “Best in Show: Premier” categories at The Channel Company’s 2019 Midsize Enterprise Summit®: Spring and Fall Conferences. Scale Computing was additionally awarded an XCellence Award in the “Technology Solution” category at the 2019 NexGen Conference.

This year’s presentation from Scott Mann, director of the North American Channel at Scale Computing, offered insight to attendees on how to expand from a centralized data center to the edge with hyperconverged infrastructure. The session also focused on Scale Computing’s newest edge offering the HE150 and its edge-to-core platform concept, describing how the evolving data center benefits hardware manufacturers with smaller form factor systems.

“The edge computing market is rapidly maturing and presents plenty of opportunities across various industries and organizations of all sizes,” said Mann. “With next generation infrastructure, we are able to expand the data center conversation beyond just the four walls of the production data center to the regional and small branch offices and virtual desktop infrastructure (VDI). It was great to showcase how the HE150 offers the channel community a competitive advantage by being able to handle multiple workloads under a single management console with centralized upgrade management, zero-touch deployments and custom orchestration.”

The Channel Company’s XChange March conference, held this year in San Antonio, Texas, from March 1-3, provides attendees with empowering insight, actionable business strategies and unmatched peer connections. Attendees learn from industry leaders, who present the latest technologies, programs and business models that are enabling solution providers to realize lasting success.

For more information on Scale Computing’s HE150, please visit our product page.

About Scale Computing

Scale Computing is a leader in edge computing, virtualization, and hyperconverged solutions. Scale Computing HC3 software eliminates the need for traditional virtualization software, disaster recovery software, servers, and shared storage, replacing these with a fully integrated, highly available system for running applications. Using patented HyperCore™ technology, the HC3 self-healing platform automatically identifies, mitigates, and corrects infrastructure problems in real-time, enabling applications to achieve maximum uptime. When ease-of-use, high availability, and TCO matter, Scale Computing HC3 is the ideal infrastructure platform. Read what our customers have to say on Gartner Peer Insights, Spiceworks, TechValidate, and TrustRadius.

About The Channel Company

The Channel Company enables breakthrough IT channel performance with our dominant media, engaging events, expert consulting and education, and innovative marketing services and platforms. As the channel catalyst, we connect and empower technology suppliers, solution providers and end users. Backed by more than 30 years of unequaled channel experience, we draw from our deep knowledge to envision innovative new solutions for ever-evolving challenges in the technology marketplace. http://www.thechannelco.com

Follow The Channel Company: Twitter, LinkedIn and Facebook

The Channel Company logo is a trademark of The Channel Company, LLC (registration pending). All rights reserved.

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Minim Offers Free WiFi Management and Security Tools to Remote Workforces in Response to COVID-19


Minim for Remote Workers

“With tools like Minim, we’re able to ensure that this shift to working from home doesn’t compromise security or worker productivity.” – Steve Baines, CEO of Forcivity

As COVID-19 forces businesses en masse to work remotely, Minim— the AI-driven smart home security and managed WiFi platform— today offers 4 months of free services to its customers and companies around the globe. Minim for Remote Workers is a WiFi system that helps employers and employees ensure quality, secure, and supported connectivity in the home.

“During this unprecedented time, we want to help companies like us who are making the responsible choice to go fully remote,” said Gray Chynoweth, CEO of Minim. “Minim can transform home WiFi into a business-grade network that supports reliable video conferencing, secures devices, and bridges the gap with the company’s IT department. We hope offering Minim for Remote Workers for free will help our customers and many other businesses safeguard continuity.”

Remote workers can plug a Minim-enabled router into their existing home gateway and connect productivity devices to a new network that is co-managed by their employer. With the Minim mobile app, employees can run speed tests, check device signal strength, get automated network recommendations, see a timeline of network events, and review security scans. For the employer, the Minim web app grants the same view, plus device bandwidth usage over time, router changes, router settings management, and more.

“Forcivity’s national customer base depends on our staff to help them optimize vital sales and support operations,” said Steve Baines, CEO of Forcivity, a new Minim for Remote Workers customer. “As a company, we are planning and executing contingency plans to enable remote work for an unknown period of time. With tools like Minim, we’re able to ensure that this shift to working from home doesn’t compromise security or worker productivity.”

Minim’s AI-driven cloud platform performs real-time monitoring for comprehensive network-level protection from router attacks, ransomware, network intrusions, trojans, botnets, worms, spyware, known exploits, and SSID spoofing.

“As a certified partner of Minim, we are pleased to extend this offer to our customers,” said Gerry Ford, President of DoubleRadius. “DoubleRadius is an employee-owned business that cares about the health and safety of our team. As our employees go remote, we plan to expand our internal Minim usage to ensure a quality at-home working experience. We will encourage our community to do the same.”

For more information on Minim’s free services for remote working, visit http://www.minim.co/remote.

About Minim

Minim® is a cloud WiFi management platform that enables and secures a better connected home. Minim’s Software as a Service (SaaS) helps businesses create co-managed WiFi networks to explore device behavior, optimize the broadband connection, eliminate connectivity issues, and block cybersecurity threats. The company’s self-learning platform employs proprietary fingerprinting and behavioral models to detect threats and performance issues without compromising privacy. Minim customers benefit from intuitive applications and hardware choice to improve the WiFi experience, leading to happy and productive homes and offices where things just work. The company is now partnering with ISPs, managed service providers, distributed businesses, and device manufacturers who want to help make home connectivity as safe and reliable as drinking water. To learn more, visit https://www.minim.co.

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Bridge Financial Technology and SmartRIA Announce Data Integration and Partnership


“We’re especially excited that BridgeFT shares our passion for simplifying complex operational issues, and that bringing their data into SmartRIA significantly expands our clients’ ability for surveillance and oversight of their fiduciary obligations.”

Bridge Financial Technology (BridgeFT) and SmartRIA announced a new integration today that enables RIA firms to more efficiently oversee their compliance requirements.

This integrated solution allows advisors to view key household position and transaction information, streamlining a number of compliance workflows. The integration includes alerts when accounts have a high cash balance or have not been traded. Given increased regulatory focus on these areas, the integration will be particularly helpful in automating and demonstrating oversight during audits.

Together, BridgeFT and SmartRIA help advisors run a more efficient practice through integrated and automated technology. BridgeFT’s portfolio management software, Atlas, automates administrative tasks, such as client billing and reporting, so advisors can focus their time on serving their clients. Using key custodial data points, Atlas provides deeper client insights, allowing advisors to build stronger relationships with their clients. With an already strong foundation of features, layering in the integration with SmartRIA allows Atlas to expand capabilities and proactive insights into the compliance realm.

“SmartRIA is dedicated to continuously improving our platform’s simplicity and ease of use, and expanding the depth of our coverage of RIA compliance issues”, stated Mac Bartine, CEO of SmartRIA. “Integrations and partnerships with innovative technology providers like BridgeFT are key to these efforts, as they allow us to collectively do more for our mutual clients with less effort on the client’s part. We’re especially excited that BridgeFT shares our passion for simplifying complex operational issues, and that bringing their data into SmartRIA significantly expands our clients’ ability for surveillance and oversight of their fiduciary obligations. We look forward to offering our clients better, easier compliance with our new BridgeFT integration and partnership.”

Rasheed Hammouda, BridgeFT CEO added, “Bridge strives to create partnerships that benefit our clients by expanding our platform capabilities through robust integrations. The partnership with SmartRIA allows us to build off one of our core competencies, data management and integrity, and couple that with SmartRIA’s specialized compliance surveillance capabilities. This powerful integration will prepare advisors and give them a more comprehensive oversight of their client accounts.”

About SmartRIA

SmartRIA makes software that simplifies compliance for the registered investment advisor industry. We are obsessed with continuously making our software easier to use and more comprehensive in its coverage of RIA compliance issues. Learn more at https://www.smart-ria.com.

About BridgeFT

Bridge is a financial technology company with an operating history of over 15 years. We believe everyone should have access to a fiduciary advisor. Our portfolio management software, Atlas, specializes in aggregating and reconciling custodial data to be used for performance tracking and client reporting, billing and invoicing, and providing proactive client insights for advisors. The result: we allow advisors to scale faster, serve more clients, and be more productive. Visit http://www.bridgeft.com or send an email to sales@bridgeft.com to request a demo.

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