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Jan 19, 2023, 14:00 ET COMPLY portfolio brands RIA in a Box and NRS annual compliance review guide and webinar to provide investment advisers with key strategies regarding SEC rule

RIA in a Box, the leading partner for comprehensive RIA compliance, in partnership with fellow COMPLY portfolio firm NRS, has announced the...

Aug 09, 2022, 08:00 ET RIA in a Box announces LinkedIn compliance partnership

RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity and operational software to the wealth management...

May 05, 2021, 09:00 ET RIA in a Box Announces Strategic Acquisition of Leading Cloud-based Virtual Desktop Provider, ITEGRIA, LLC

RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software solutions to the wealth...

Sep 23, 2020, 09:00 ET RIA in a Box Launches Compliance Software for Private Funds

RIA in a Box, a leading provider of compliance and registration solutions for wealth managers and investment organizations, today announced it has...

Sep 09, 2020, 09:00 ET RIA in a Box's MyRIACompliance Integrates with the SEI Wealth Platform

RIA in a Box, a leading provider of compliance software to the wealth management industry, announced today that its MyRIACompliance™ software now...

Jul 21, 2020, 09:00 ET RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, today announced the launch ...

Jun 16, 2020, 09:00 ET RIA in a Box Launches Cybersecurity Insurance Offering to Provide RIAs Access to Industry Leading Coverage

RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, today announced a...

Jun 02, 2020, 09:00 ET RIA in a Box Joins with Morningstar, Redtail, and Riskalyze to Provide New RIAs Free Access to Top Industry Technologies Upon Registration

RIA in a Box, a leading provider of compliance, cybersecurity, and registration software and services solutions for the wealth management industry,...

Apr 08, 2020, 09:00 ET RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today ...

Feb 18, 2020, 09:00 ET RIA in a Box Launches Open API for MyRIACompliance® at T3 Advisor Conference

RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today ...

Oct 15, 2019, 09:00 ET RIA in a Box Expands its Private Fund Capabilities with Acquisition of Gordian Compliance Solutions

RIA in a Box, a leading provider of compliance, cybersecurity and registration software solutions to the wealth management industry, announced today...

Sep 27, 2019, 08:00 ET RIA in a Box Provides Free Access to Expanded Vendor Due Diligence Platform

RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today ...

Sep 17, 2019, 09:00 ET RIA in a Box Announces New Tool to Streamline the Annual Compliance Program Review Process

RIA in a Box, a leading provider of compliance, cybersecurity, and registration software for the wealth management industry, launched their Annual...

Aug 13, 2019, 09:18 ET SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates

RIA in a Box today announced that its MyRIACompliance software now integrates with SS&C's Black Diamond® Wealth Platform. The integration allows...

May 15, 2019, 09:00 ET RIA in a Box Expands Offering with a New Cybersecurity Platform

Today, RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management...

Apr 03, 2019, 09:00 ET RIA in a Box Moves Cleveland Office to Pinecrest to Accommodate the Firm's Rapid Growth and Expansion

RIA in a Box, a leading provider of compliance, operations and registration software solutions for the wealth management industry, today announced...

Jan 30, 2019, 09:00 ET RIA in a Box Launches Vendor Due Diligence Tool at T3 Advisor Conference

RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today ...

Dec 12, 2018, 09:08 ET RIA in a Box Launches Audit Prep Tool to Enable Seamless Regulatory Examinations

RIA in a Box, a leading provider of compliance, operations and registration software solutions for the wealth management industry, today announced...

Oct 30, 2018, 09:08 ET RIA in a Box Adds Data from Morningstar Office(SM) Cloud for Enhanced Automated Registration

RIA in a Box, a leading provider of compliance, operations and registration software solutions for the wealth management industry, today announced...

Oct 23, 2018, 09:00 ET RIA in a Box Appoints Oriana DeRose as Senior Vice President of Sales

RIA in a Box, a leading provider of compliance, operations and registration software solutions for the wealth management industry, today announced...

Sep 05, 2017, 08:45 ET RIA in a Box Releases New RIA Employee Trade Monitoring Software

RIA in a Box®, a leading provider of compliance, registration and operations support services to registered investment adviser (RIA) firms, released...

Jun 28, 2016, 08:40 ET RIA in a Box Releases "How an Independent Broker Dealer Rep Can Start an RIA Firm" E-Book

Today, RIA in a Box® (www.riainabox.com), a leading provider of registration, compliance, and operations support services to registered investment...

Jun 20, 2016, 08:40 ET RIA in a Box and Orion Advisor Services Announce First of its Kind RIA Compliance Integration

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,...

Apr 19, 2016, 08:45 ET RIA in a Box Releases Updated MyRIACompliance RIA Compliance Software

Today, RIA in a Box® (www.riainabox.com), a leading provider of registration, compliance, and operations support services to registered investment...

Dec 02, 2015, 08:50 ET RIA in a Box Releases 2015 Registered Investment Adviser (RIA) Technology Landscape Infographic

Today, RIA in a Box (http://www.riainabox.com) released its 2015 RIA technology landscape infographic. In addition to the 105 featured technology...