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Smart RIA Compliance Software - Smart RIA
Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.
wealthmanagement  software  compliance  ml  USA 
yesterday by shalmaneser
Intelligent Agents and Managed Services for Financial Professionals
Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements
ifa  finance  compliance  ml  USA 
yesterday by shalmaneser
RIA in a Box
MyRIACompliance combines our team of compliance experts with an online software platform to help registered investment adviser (RIA) firms better manage and automate regulatory responsibilities. The service is designed to assist both SEC and state-registered firms.

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ifa  finance  compliance  ml  USA 
yesterday by shalmaneser
Ticoon
INVESTMENT, INSURANCE AND BANKING DATA AGGREGATION TO CREATE A SINGLE VIEW OF YOUR CUSTOMER
insurance  data  software  banking  ml  USA 
yesterday by shalmaneser
Plaid
Plaid enables applications to connect with users’ bank accounts

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banking  api  finance  software  ml  USA 
yesterday by shalmaneser
BaseVenture | Digital Fund Management for Alternative Investments
Our flagship product provides a modern solution for investor reporting, document management, communication and key process automation
assetmanagement  software  ml  USA 
yesterday by shalmaneser
Nirvana Solutions
Nirvana provides front, middle and back office solutions to asset managers, prime brokers, and fund administrators in a grow-as-you-need pricing model.
assetmanagement  software  ml  USA 
yesterday by shalmaneser

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