Tag : RIA in a Box

RIA in a Box Launches Compliance Software for Private Funds
Fintech Fintech Funding Investment Services News

RIA in a Box Launches Compliance Software for Private Funds

Fintech News Desk
by Fintech News Desk0
Private fund advisors finally have software to support their unique compliance needs RIA in a Box, a leading provider of compliance and registration solutions for wealth managers and investment organizations, today announced it has launched a new platform to address the unique regulatory requirements faced by private fund advisers including......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
RIA in a Box Launches Compliance Software for Private Funds
Fintech InsurTech Investment Services News

RIA in a Box Launches Cybersecurity Insurance Offering to Provide RIAs Access to Industry Leading Coverage

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced a partnership with ProWriters and AssetSure that offers registered investment adviser (RIA) firms centralized access to cybersecurity insurance from top providers in the industry. As a result, RIAs now have streamlined access to leading......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
Fintech News

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
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