The 2017 RIA Technology Landscape Infographic

Download our latest RIA technology infographic that features over 105 technology vendors.

The registered investment adviser (RIA) technology landscape continues to expand at a rapid pace. Our updated infographic highlights the software providers serving the RIA industry across these 13 categories: 

  • Financial planning
  • Automated portfolio management
  • Portfolio risk
  • Portfolio management / reporting (PMR)
  • Archiving
  • Rebalancing
  • Customer relationship management (CRM)
  • Document management / storage
  • Electronic signature
  • Marketing / lead generation
  • Online client engagement
  • Workflow management
  • Data aggregators

Is your RIA firm up to date on all the latest RIA technology solutions and categories? Be sure to check out this latest infographic.

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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.