RIA IN A BOX
Financial Services - New York, NY, US
RIA IN A BOX Details
RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice. Since 2005, we have enabled fellow entrepreneurs to create their own registered investment advisory (RIA) firms and receive the ongoing support they need to successfully operate while maintaining constant regulatory compliance. Our MyRIARegistration solution guides prospective RIA firms through the entire registration and business planning process. Once a firm is established, our MyRIACompliance investment adviser compliance programs pair our award-winning online software platform with compliance consulting expertise provided by our team of former regulators.
RIA IN A BOX Technologies
Email Providers
Outlook
Marketing Automation
Hubspot
Other
Microsoft Office 365
Hosting
Amazon AWS