The registered investment adviser (RIA) technology landscape continues to expand at a rapid pace. Our updated infographic highlights the software providers serving the RIA industry across these 13 categories:
- Financial planning.
- Automated portfolio management.
- Portfolio risk.
- Portfolio management / reporting (PMR).
- Archiving.
- Rebalancing.
- Customer relationship management (CRM).
- Document management / storage.
- Electronic signature.
- Marketing / lead generation.
- Online client engagement.
- Workflow management.
- Data aggregators.
Is your RIA firm up to date on all the latest RIA technology solutions and categories? Be sure to check out this latest infographic.
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