We strongly believe that the best RIA technology systems generally utilize the customer relationship management (CRM) system as the hub of the firms technology and operations. In addition, the other investment adviser categories we have currently identified are:
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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.