RIA Vendor Due Diligence Platform

The free version of our vendor due diligence platform allows your RIA firm to connect with up to
5 vendors to help automate your firm's third party technology vendor due diligence review and documentation.
 

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Which vendors are available to connect to on the platform?

Presently, the following RIA industry vendors are available on the platform:

 AdvicePay - RIA in a Box Vendor Due Diligence Platform  AdvisorStream - RIA in a Box Vendor Due Diligence Platform    Advyzon - - RIA in a Box Vendor Due Diligence Platform       AssetBook - - RIA in a Box Vendor Due Diligence Platform     Asset-Map - RIA in a Box Vendor Due Diligence Platform    BillFin by Redi2 Technologies - RIA in a Box Vendor Due Diligence Platform    Blueleaf - RIA in a Box Vendor Due Diligence Platform    bridge FT - RIA in a Box Vendor Due Diligence Platform    CircleBlack - RIA in a Box Vendor Due Diligence PlatformDNA Behavior - RIA in a Box Vendor Due Diligence PlatformEnvestnet_MoneyGuide - RIA in a Box Vendor Due Diligence Platform      Family Law Software - RIA in a Box Vendor Due Diligence Platform  FCI - RIA in a Box Vendor Due Diligence Platform     Hyde - RIA in a Box Vendor Due Diligence Platform      integria - RIA in a Box Vendor Due Diligence Platform     Kwanti - RIA in a Box Vendor Due Diligence Platform        Ladder - RIA in a Box Vendor Due Diligence Platform      Legacy Concierge - RIA in a Box Vendor Due Diligence Platform  MaxNet Technologies - RIA in a Box Vendor Due Diligence Platform    MessageWatcher - RIA in a Box Vendor Due Diligence Platform        Morningstar - RIA in a Box Vendor Due Diligence Platform     Orion - RIA in a Box Vendor Due Diligence Platform   PreciseFP - RIA in a Box Vendor Due Diligence PlatformPanoramix - RIA in a Box Vendor Due Diligence PlatformRedtail - RIA in a Box Vendor Due Diligence Platform Right Capital - RIA in a Box Vendor Due Diligence Platform RightSize Solutions - RIA in a Box Vendor Due Diligence Platform      Riskalyze - RIA in a Box Vendor Due Diligence Platform       SMArtX - RIA in a Box Vendor Due Diligence Platform      Snappy Kraken - RIA in a Box Vendor Due Diligence Platform      Tolerisk - RIA in a Box Vendor Due Diligence Platform    Top Advisor Marketing - RIA in a Box Vendor Due Diligence Platform    True North Networks - RIA in a Box Vendor Due Diligence Platform      UpContent - RIA in a Box Vendor Due Diligence Platform   VISE AI - RIA in a Box Vendor Due Diligence PlatformWealthBox - RIA in a Box Vendor Due Diligence Platform YCHARTS - RIA in a Box Vendor Due Diligence Platform   YourEfolio - RIA in a Box Vendor Due Diligence Platform 


We continue to add new vendors on a regular basis. RIA industry vendors interested in joining our vendor due diligence platform may contact us.

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Why is the vendor due diligence platform available for free to RIA firms?

Third party vendor due diligence is one of the most critical cybersecurity compliance challenges that RIA firms face today. RIA in a Box® is committed to making the vendor due diligence platform available to all RIA firms in order to help the RIA industry collaboratively address this major industry challenge.

As more RIA firms migrate to cloud-based technology and vendors, proper vendor management and due diligence is becoming an even more important element of every investment advisory firm's cybersecurity compliance program. In today's world, investment advisers need to actively mitigate the risk of indirect information security breaches via a third party vendor that leads to the exposure of the RIA firm's nonpublic personal information ("NPI") or other sensitive information. 

Access the industry's leading vendor due diligence platform for free