Platform Overview II:
RIA in a Box's MyRIACompliance and NRS ComplianceGuardian

Session 1: Brazos Ballroom B  // 3:15 - 4:05 p.m. CT
Session 2: Brazos Ballroom B  // 4:05 - 5 p.m. CT

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Overview

Now that you've seen the product roadmap, take a deeper dive into the full capabilities of our RIA in a Box and NRS platforms and learn more about what our software, technology, education, consulting and managed services can do for you.

Who is this for?

Current ComplySci, RIA in a Box, NRS and illumis customers.

portfolio of firms

Speakers

Mike Lubansky

Mike Lubansky

Senior Vice President of Product, RIA in a Box

Coming soon.


Catherine Reynolds

Catherine Reynolds

Director of Product Development, NRS, a ComplySci Company

Catherine joined NRS in 1999 as a Marketing Manager. In 2004, Catherine added Product Development to her role. In 2010, she became the Director of Product Development working primarily on the ComplianceGuardian™ platform. Prior to joining NRS, Catherine worked for Bank of America as an AVP of Product Development.

Catherine received a BA degree in Economics and Sociology from Boston College, and an MBA degree from the Carroll School of Management at Boston College. She volunteers for several community programs as well as Special Olympic events.