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™.
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During the webinar, RIA in a Box®, the 2015 Fuse Best-in-Show award winner, will present their MyRIACompliance™ integration. MyRIACompliance™ is an online software platform designed to help registered investment advisor (RIA) firms better manage and automate their regulatory responsibilities. The platform is designed to assist both SEC and state registered firms. MyRIACompliance™ retrieves firm- specific data from Orion's system in order to help ensure that the RIA firm is registered in the proper jurisdictions and that the firm's Form ADV reflects accurate information.
MyRIACompliance™ features include:
- Customized Compliance Calendar
- Registration Checker Tool
- Employee Supervisions Tools
- Interactive Video Guides
- Downloadable Digital Compliance Log
- Compliance Document Library
- Customized Checklists
- Marketing and Document Review
"One of the most difficult barriers for advisors to enjoying a successful practice is managing compliance requirements," said Eric Clarke, CEO of Orion. "Because advisors utilize Orion's platform as the foundational element of their business technology, it's a natural decision or us to integrate with RIA in a Box's MyRIACompliance™ tool."
"We view this seamless integration with Orion as the next big step in automating an RIA firm's compliance requirements. There is nothing else like it available to advisors today and solves a critical need. We are honored to partner with Orion as they continue to lead the investment adviser industry as one of the great technology innovators and collaborators," said Will Bressman, CEO of RIA in a Box®.
To register for the webinar, visit https://attendee.gotowebinar.com/register/3134560691022020867
About Orion
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help them grow their businesses over the long term. The firm's technology solutions empower more than 825 advisory firms with total assets under administration in excess of $315 billion from more than 1,300,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider.
For more information about Orion, visit www.orionadvisor.com or follow Orion on Twitter at @orionadvisor.
About RIA in a Box®
RIA in a Box® is a fast-growing, entrepreneurial financial services firm that is a leading provider of RIA registration, compliance, and operations support services. 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.
For more information about RIA in a Box, visit www.riainabox.com or follow RIA in a Box on Twitter at @riainabox.
Contact:
Michelle Akhtar
866-611-7638
SOURCE RIA in a Box
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