@RIACompTech

We are RIA Compliance and RIA Technology Specialists. Compliance is hard but we help you make it simple. #RIAComplianceTechnology #RIACompTech #RIA

 Southern California
RIACompTech.com
Joined March 2017
  • Tweets239
  • Following705
  • Followers269
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RIA Compliance Tech retweeted
Asset-Map
@AssetMapLLC10 Apr 2020
Creating a consistent process to use with all your clients is one way you can maximize your efficiency. One advisor using Asset-Map did, and he got 1,800 hours back on administrative tasks he doesn’t have to do manually any longer. This is how he did it. bit.ly/2y4mg6J
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RIA Compliance Tech retweeted
Wealth Management
@wealth_mgmt18 Jul 2018
Advisory firms need top-tier technology infrastructure to support growth through M&A. Read the whitepaper, sponsored by @laserfiche ow.ly/5Ih830kVeWW
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RIA Compliance Tech retweeted
CFP Board
@CFPBoard4 Apr 2018
CFP® pros Stuart Ritter and Melissa Brennan discuss 401(k) contribution limits for 2018, via @Kiplinger bit.ly/2I5hGEX
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RIA Compliance Tech retweeted
eMoney Advisor
@eMoneyAdvisor4 Apr 2018
Listen to this webinar as we discuss why the Client Site is important before diving into the tool. bit.ly/2JjRZli
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RIA Compliance Tech retweeted
FINTECHNA@fintechna7 May 2017
Fintech Trends in Emerging Markets - TechBullion bit.ly/2pohVBR #fintech
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RIA Compliance Tech retweeted
Everwill.com@myEverwill25 Apr 2017
In this digital age, are we inevitably moving toward truly "paperless" wills? Pros and cons within: ow.ly/oTSH30baeQv
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RIA Compliance Tech retweeted
Inc.
@Inc12 Apr 2017
5 Benefits of Using FAST Success Strategies @gordontredold on.inc.com/2o4lJHT

5 Benefits of Using FAST Success Strategies

When you're FAST, you have the right levels of focus, accountability, simplicity, and transparency.

inc.com
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RIA Compliance Tech retweeted
FINTECH Circle@FINTECHCircle11 Apr 2017
Finalists up on stage for judges questions #IFGS2017 #Pitch360 #Exciting
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RIA Compliance Tech retweeted
TechCrunch
@TechCrunch11 Apr 2017
Facebook Messenger now supports group payments tcrn.ch/2ovLeVF by @sarahintampa
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RIA Compliance Tech retweeted
Egnyte@Egnyte11 Apr 2017
45% of company data is trapped in #email. buff.ly/2o0fbcm But It doesn't have to be w/ @mxheronet & Egnyte!
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RIA Compliance Tech retweeted
NaviPlan by InvestCloud@NaviPlan11 Apr 2017
#Email #marketing best practices for small and mid-size firms: goo.gl/quYWSI
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RIA Compliance Tech retweeted
Paladin Registry@PaladinRegistry5 Apr 2017
Financial Planning Research Highlights From The 2017 CFP Board Academic Research Colloquium hubs.ly/H06-Fyx0
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RIA Compliance Tech retweeted
Empire Startups@EmpireStartups5 Apr 2017
Doors open at @lathamwatkins — NY #FinTech Meetup: #TradingTech panel w/ @Soghoian @_yoshyoshi Michael Rude @JakePerlmanGarr @annairrera 1/2
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Thinking about your #financialadvisor future? #roboadvisor might be the next step. bit.ly/2nmYvzp via @wealth_mgmt
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RIA Compliance Tech retweeted
eMoney Advisor
@eMoneyAdvisor21 Mar 2017
[Case Study] Bell Bank Wealth Management positioned #eMoney to help them gain adaptability and efficiency: bit.ly/2n1MCg6
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RIA Compliance Tech retweeted
Engadget
@engadget21 Mar 2017
Google's search app now has shortcuts to its popular tools engt.co/2na0QNp
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Founder of Inside Information @BobVeres will be answering #DigitalTrend questions in our #AdvisorsAsk webinar! aw-bobveres.pagedemo.co/
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RIA Compliance Tech retweeted
Nitrogen
@NitrogenWealth22 Mar 2017
Integrations, galore! Join the Advisor Technology Hub webinar Thurs with @RedtailCRM @AssetMapLLC @MobileAssistant. riskalyze.com/blog/webinar-i…
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Feds struggle with regulating banking’s use of big data buff.ly/2nAwHV7
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RIA Compliance Tech retweeted
Money
@Money12 Mar 2017
4 traits of financially secure people money.us/2lPudFC
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