Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

The Path to Independence Promotion

Category: FinTech Industry
Industry Updates header

RIA in a Box, Redtail, Riskalyze, and Morningstar offer support for newly registered RIAs

We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registered investment advisors (RIAs) during COVID-19. Per the RIA in a Box press release earlier this week:

RIA in a Box, a leading provider of compliance, cybersecurity, and registration software and services solutions for the wealth management industry, today announced it has joined forces with industry leaders Morningstar, Redtail Technology (Redtail), and Riskalyze to help new registered investment advisors (RIAs) work remotely and more efficiently in the wake of COVID-19. The Path to Independence Promotion will allow advisors that partner with RIA in a Box to register a new RIA firm to use industry-leading cloud-based technology from the supporting firms, free of charge, based on their unique business needs through December 2020.

As a part of the Path to Independence Promotion, participating advisors will be offered complimentary access through the end of 2020 to:

You can learn more about the promotion from RIA in a Box here. Additionally, you might be interested in joining “The Path to Independence: How to Build Your Technology Stack” webinar today at 1:30 PM EDT for more info.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.