MyRIACompliance Mobile App

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Everything you need to stay compliant is now available at your fingertips.
Stay on top of your compliance tasks wherever you are.

 

 

KEY FEATURES

 

Compliance Calendar/To-Do List:

  • Access to your Compliance Calendar anywhere, anytime

  • Can be viewed as a monthly calendar or a weekly checklist

  • Able to click on the specific compliance item to learn more 

Educational Training Videos:

  • Complete continuing education requirements while on the go

  • Advisors who are a part of the RIA in a Box Cybersecurity Platform will have access to monthly training videos

  • Once a video is completed, a quiz is provided to make sure information from the video is retained

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