Ria In A Box
Homepage http://www.riainabox.com
LinkedIn Profile https://linkedin.com/company/ri***-a-b***
HQ Location
United States , New York, New York125 Maiden Lane Suite 15C New York, NY 10038 United States
RIA in a Box® is a fast-growing, entrepreneurial financial services firm that is a leading provider of registration, compliance, and operations support services to registered investment adviser (RIA) firms throughout the United States. Since 2005, our mission has been to enable fellow entrepreneurs to create their own registered investment advisory 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. In addition, our MyRIAOperations solution supports RIA firms with an integrated technology platform that helps to automate and more efficiently manage client communication, billing, and reporting.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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