RIA Compliance Technology
Financial Services - Scottsdale, Arizona, United States
RIA Compliance Technology Employees
Blake Bjordahl
RIA Technology Evangelist | Compliance Specialist | Co-Founder | FinTech & CompTech
RIA Compliance Technology Senior Management
Blake Bjordahl
RIA Technology Evangelist | Compliance Specialist | Co-Founder | FinTech & CompTech
RIA Compliance Technology Details
Designing Easy and Elegant compliance solutions for the RIA industry by CCO's. We have built a consolidated compliance portal to allow the COO to deliver, request, approve, document and archive all the daily data needed by the CCO. Dashboards give you a quick glimpse at what compliance tasks are outstanding. Our custom portal gives your advisers to the ability to submit advertising, attestations, gift logs and much more. Our reporting allows you to prepare and deliver data to management or the regulators in minutes, not days.
RIA Compliance Technology Technologies
Email Providers
Zoho Email
Widgets
Zoho SalesIQ
Domain Name Services
InMotion Hosting DNS
Fonts
Google Font API
Tag Management
Google Tag Manager
Hosting
Oracle Cloud