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COMPLY portfolio brands RIA in a Box and NRS annual compliance review guide and webinar to provide investment advisers with key strategies regarding SEC rule

/PRNewswire/ RIA in a Box, the leading partner for comprehensive RIA compliance, in partnership with fellow COMPLY portfolio firm NRS, has announced the.

RIA in a Box announces LinkedIn compliance partnership

/PRNewswire/ RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity and operational software to the wealth management.

RIA in a Box Announces Strategic Acquisition of Leading Cloud-based Virtual Desktop Provider, ITEGRIA, LLC

Share this article Share this article CLEVELAND, May 5, 2021 /PRNewswire/ RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software solutions to the wealth management industry, announced today that it has acquired ITEGRIA, LLC, a leading provider of cloud-based virtual desktop solutions for RIAs. ITEGRIA s cloud-based virtual desktop technology, known as AdvisorCloud™, paired with its experienced team, provides RIAs with a flexible and secure approach to manage this key operational component of their businesses.  ITEGRIA enables RIA firms and their employees to securely access their work environment and data on virtually any device. The AdvisorCloud™ solution is particularly well-positioned to meet the needs of advisors in today s environment in which remote work and information security challenges and concerns are top of mind. 

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