Will Bressman News Today

Experts say combining the right tech with human know-how can help small firms keep up with their massive counterparts.

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month, and says goodbye to the Fintech Report Card.

The RIA in a Box acquisition marks the third deal for ComplySci in the fourth quarter, after an investment from K1 Investment Management.

/PRNewswire/ -- ComplySci (the "Company"), the leading provider of regulatory technology and compliance solutions for the financial services sector, today...

/PRNewswire/ -- ComplySci (the "Company"), the leading provider of regulatory technology and compliance solutions for the financial services sector, today...

Share this article Share this article CLEVELAND, May 5, 2021 /PRNewswire/ -- RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software solutions to the wealth management industry, announced today that it has acquired ITEGRIA, LLC, a leading provider of cloud-based virtual desktop solutions for RIAs. ITEGRIAs cloud-based virtual desktop technology, known as AdvisorCloud™, paired with its experienced team, provides RIAs with a flexib...

RIA in a Box acquires IT firm ITEGRIA Contributed photo A Cleveland-themed mural by local artist Garrett Weider at RIA in a Boxs Pinecrest office. RIA in a Box, a provider of compliance-related software and services for investment advisers co-headquartered in Cleveland and New York, has announced an acquisition of ITEGRIA LLC of Northbrook, Ill. Founded in 2007, ITEGRIA is a cloud-based provider of virtual desktop solutions for registered investment advisers (RIAs). Financial terms of the dea...