RIA in a Box® has partnered with ProWriters and AssetSure to provide registered investment advisors ("RIAs") with access to cybersecurity insurance from top providers in the industry. RIAs now have streamlined access to leading cybersecurity insurance plans to help protect their firms from financial losses in the event of a cybersecurity breach. Directly through our MyRIACompliance® platform, RIA in a Box® clients will have easy access to the ProWriters platform, which populates cyber insurance quotes from multiple carriers based on each firm's individualized needs.
As an additional resource, we created a complimentary brochure that breaks down our joint offering with ProWriters.
Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a 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 as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.