Infographic

The 2017 RIA Technology Landscape Infographic

Jan 24, 2017

Download our latest RIA technology infographic that features over 105 technology vendors.

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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