RIA in a Box and MyRIACompliance tips, tricks and best practices

Colorado
2:45 - 3:30 p.m. CT

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Overview

We're here to help you check every box because we know how important the details are. To help make sure nothing slips through the cracks, join our RIA in a Box experts for tips, tricks and best practices to make your compliance life easier. Plus! Learn more about the how RIA in a Box pairs expert technology with leading industry insight to give you the most precise RIA compliance solution on the market.

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.


Jennifer Fair

Jennifer Fair

Vice President of Client Services, RIA in a Box

Coming soon.