RIA in a Box Releases 2015 Registered Investment Adviser (RIA) Technology Landscape Infographic

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Dec 02, 2015, 08:50 ET

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. Key findings from the survey highlighted in the infographic include:

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Adoption rate of portfolio management and reporting systems
Adoption rate of customer relationship management (CRM) systems
Adoption rate of financial planning software systems
The impact of technology adoption on the growth of an RIA firm

In addition to the survey results, this year's infographic highlights software providers catering to the investment adviser industry in the following categories:

Financial Planning
Automated Portfolio Management
Portfolio Risk
Portfolio Management / Reporting
Archiving
Customer Relationship Management
Document Management / Storage
Marketing / Lead Generation
Data Aggregators
Workflow Management
Online Client Engagement
Electronic Signature

"Last year, our inaugural infographic featured 75 technology vendors across 9 categories serving the RIA industry. This year the number of vendors has increased dramatically to total 105 across 12 categories," said GJ King, President of RIA in a Box. "Never before has there been so much great technology available to RIA firms of all sizes at affordable prices. However, the rapid introduction of new solutions and technology categories has proven quite overwhelming to many RIA firms. We hope that this infographic is a valuable starting point for RIA firms looking to evaluate technology options."

The new 2015 infographic can be accessed online here on the RIA in a Box website for no charge.

About RIA in a Box

RIA in a Box is a leading provider of registration and compliance services and software to over 1,200 registered investment adviser (RIA) firms on a monthly basis. We enable fellow entrepreneurs to remain in constant regulatory compliance by pairing our team of former regulators with cutting-edge software as a service compliance technology.

Contact:
Michelle Akhtar
Email
(866) 611-7638

SOURCE RIA in a Box