RIA In A Box is a unique registration and compliance consulting firm that provides you with all the tools that a Registered Investment Adviser will need to be ready to conduct business on Day One. Only RIA In A Box guides you through the entire process and creates customized documents specific to your situation.
RIA in a Box Releases "How an Independent Broker Dealer Rep Can Start an RIA Firm" E-Book
NEW YORK, June 28, 2016 /PRNewswire/ — Today, RIA in a Box® (www.riainabox.com), a leading provider of registration, compliance, and operations support services to registered investment adviser (RIA) firms, released a new e-book titled "How an Independent Broker Dealer Rep Can Start an RIA Firm: A Step by Step Guide." Photo – http://photos.prnewswire.com/prnh/20160627/383620 Logo – http://photos.prnewswire.com/prnh/20160627/383619LOGO […]
RIA in a Box and Orion Advisor Services Announce First of its Kind RIA Compliance Integration
NEW YORK, June 20, 2016 /PRNewswire/ — Orion Advisor Services (https://www.orionadvisor.com) and RIA in a Box® (http://www.riainabox.com) will host a webinar tomorrow on Tuesday, June 21, 2016 to highlight the new integration between Orion and the RIA in a Box® compliance software, MyRIACompliance™. Logo – http://photos.prnewswire.com/prnh/20160617/380603LOGO Logo – http://photos.prnewswire.com/prnh/20160617/380602LOGO During the webinar, RIA in a Box®, […]
RIA in a Box Releases Updated MyRIACompliance RIA Compliance Software
NEW YORK, April 19, 2016 /PRNewswire/ — Today, RIA in a Box® (www.riainabox.com), a leading provider of registration, compliance, and operations support services to registered investment adviser (RIA) firms, released an updated version of its MyRIAComplianceTM online RIA compliance management and automation software platform. Photo – http://photos.prnewswire.com/prnh/20160418/356749 Logo – http://photos.prnewswire.com/prnh/20160418/356748LOGO The proprietary online software platform, which […]
RIA in a Box Releases 2015 Registered Investment Adviser (RIA) Technology Landscape Infographic
NEW YORK, Dec. 2, 2015 /PRNewswire/ — Today, RIA in a Box (http://www.riainabox.com) released its 2015 RIA technology landscape infographic. In addition to the 105 featured technology vendors serving registered investment adviser (RIA) firms, the infographic includes key findings from the 2015 RIA in a Box investment adviser technology and operations survey of over 1,000 firms. […]
Join ITEGRIA and RIA in a Box Tomorrow for an RIA Cybersecurity Compliance Webinar
NEW YORK, Sept. 30, 2015 /PRNewswire/ — ITEGRIA® (www.itegria.com) and RIA in a Box® (www.riainabox.com) will be hosting a webinar focused on registered investment adviser (RIA) cybersecurity compliance tomorrow on Thursday, October 1, 2015 at 12:00PM Eastern. Cybersecurity is a rapidly evolving hot topic within the RIA regulatory world and it poses substantial risk to investment […]
RIA in a Box Releases MyRIACompliance, an Online RIA Compliance Management Software Tool
DALLAS, Feb. 13, 2015 /PRNewswire/ — Today, at the 2015 Technology Tools for Today (T3) Advisor Conference, RIA in a Box (www.riainabox.com), a leading provider of regulatory compliance services and technology to registered investment adviser (RIA) firms, officially announced the release of MyRIACompliance, an online RIA compliance management and automation software tool. Effective immediately, all of […]
Rushmore Advisor Services Releases Its RIA Practice Management Platform
DALLAS, Feb. 13, 2015 /PRNewswire/ — Today, at the 2015 Technology Tools for Today (T3) Advisor Conference, Rushmore Advisor Services (www.rushmoreadvisor.com) officially announced the release of its online practice management platform for registered investment adviser (RIA) firms. Rushmore's platform is a customer relationship management (CRM), portfolio management, account aggregation, financial planning, regulatory compliance, and document storage […]
Is Your RIA Firm Registered Correctly? RIA in a Box Releases New Free Tool
NEW YORK, Jan. 27, 2015 /PRNewswire/ — Today, RIA in a Box (www.riainabox.com) released a new tool, MyRIARegistration, which automatically reviews the registration status of a registered investment adviser (RIA) firm to determine if the firm is registered in the proper jurisdictions. The new proprietary web-based tool was developed to allow RIA firms to ensure […]
Alternatives to Increase RIA Examination Frequency: RIA in a Box Releases Exploratory Study
NEW YORK, Jan. 8, 2015 /PRNewswire/ — Today, RIA in a Box (www.riainabox.com), a leading provider of regulatory compliance services and technology to registered investment adviser (RIA) firms, released a study introducing the concept of transitioning additional SEC-registered RIA firms to state regulation in order to improve the frequency of annual regulatory examinations. Logo – http://photos.prnewswire.com/prnh/20150107/167666LOGO […]
RIA in a Box Reveals Insights on RIA Business Activity
NEW YORK, Feb. 25, 2013 /PRNewswire/ — RIA in a Box (www.riainabox.com), the leading provider of registration and ongoing compliance services to registered investment advisers (RIAs), will complete the firm's largest-ever pool of annual state and SEC registration renewals for its RIA clients, a record that reflects the current growth of the RIA industry. RIA in […]
RIA in a Box Announces New Registration Maintenance Service for Compliant Document Management
NEW YORK, Aug. 9, 2012 — RIA in a Box (www.riainabox.com), the leading provider of registration and ongoing compliance consulting services to registered investment advisory firms, today introduced its new Registration Maintenance service. The new service provides a registered investment advisor (RIA) with a complete, compliant solution for ongoing registration document management. "Maintaining accurate and […]
