Episode Details
Back to EpisodesBest Compliance Software For RIAs: Which Features Should You Look Out For?
Episode 1
Published 1 month, 2 weeks ago
Description
Welcome back, everyone! Today we're tackling something that keeps a lot of R. I. A. firms up at night - compliance software. You know, it's one of those things that's not exactly exciting to talk about at a cocktail party, but get it wrong and you're in for a world of hurt. So, which features should you actually look for when choosing compliance software? I'm joined by someone who's spent years helping advisors work through this stuff. RIA Compliance Technology City: Scottsdale Address: 10031 E Dynamite Blvd Suite 240 Website: https://riacomptech.com/