RIA Compliance and Practice Management Blog

2015 Investment Adviser Technology Landscape Infographic is Released

Posted by RIA in a Box

Dec 2, 2015 8:30:00 AM

Today, we released our 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:

 Download our 2015 RIA Technology Landscape Infographic

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

2015 RIA software infographic

 

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. 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.

Download our 2015 RIA Technology Landscape Infographic

As RIA compliance consultants, we are happy to further discuss how to transform your firm's CRM and other technology systems into effective investment adviser compliance tools. In our experiences, investment advisory firms that successfully implement an integrated technology system tend to not only be faster-growing but also much more efficient and organized as it relates to regulatory compliance requirements

 

Topics: RIA Operations, RIA Technology

RIA in a Box LLC is not a law firm, investment advisory firm, or CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities or legal counsel if applicable.

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