In 2011, RIA in a Box CEO Will Bressman and president G.J. King chose to invest in this multifaceted company during their search with Pacific Lake.
More than a technology partner, RIA in a Box is the leading regulatory compliance solution for investment advisers and wealth management.
With its network of strategic partnerships, RIA in a Box offers comprehensive capabilities for clients, from cybersecurity to managed services like report creation and data feed setups. RIA in a Box compliance software also integrates with number of other industry-leading solutions, and its team is known for providing award-winning customer service every step of the way.