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What are the Most Critical Features of an RIA Technology System?

Is your RIA firm's technology system sufficient? Regardless of whether integrating different technology components or utilizing a platform solution, every system should include the features needed to operate a successful and efficient RIA firm.

This complimentary checklist outlines 10 critical features of an RIA firm's technology system including the abilities to:

  • Organize client accounts into various portfolio groups for investment management, reporting, and billing purposes
  • Create fee billing schedules, process average daily balance billing, and automatically generate client fee billing invoices
  • Share information with a client through a secure online portal

Be sure to download this free checklist now to ensure that your firm's system is sufficient.

Ten Critical Features of an RIA Technology System

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.