Red de Innovación y Aprendizaje

Betterment for Advisors, RIA in a Box, RightCapital, and Wealthbox Come Together to Launch RIA Tech Suite

Retrieved on: 
Tuesday, June 22, 2021

By utilizing the RIA Tech Suite, advisors can have more time to acquire new business, while also providing a more seamless experience for their current clients.

Key Points: 
  • By utilizing the RIA Tech Suite, advisors can have more time to acquire new business, while also providing a more seamless experience for their current clients.
  • The following technology providers are available on the RIA Tech Suite:
    Betterment for Advisors- A leading digital-first wealth management platform that leverages smart-tax technology.
  • "Wealthbox is honored to be the CRM technology of choice for the RIA Tech Suite, and we're excited to collaborate with the platform partners," said Jeff Mello, President of Wealthbox.
  • Betterment for Advisors is a member of the coalition known as RIA Tech Suite alongside three other platforms: RIA in a Box, RightCapital, and Wealthbox.

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Retrieved on: 
Tuesday, July 21, 2020

Advisors using the app will have access to RIA in a Box's compliance calendar, to-do list, training videos, and quizzes.

Key Points: 
  • Advisors using the app will have access to RIA in a Box's compliance calendar, to-do list, training videos, and quizzes.
  • The app is the latest move by RIA in a Box to ensure that RIAs have all the necessary compliance information and tools to meet the evolving regulatory requirements, regardless of their location.
  • RIA in a Box has listened carefully to its MyRIACompliance users, many of whom have expressed a strong desire to have access to an app designed to help advisors stay on top of all their compliance needs and that gives easy access to necessary compliance training.
  • RIA in a Box is a leading provider of compliance software to the wealth management industry.

Ria Money Transfer Furthers its Expansion in Mexico by Teaming with OXXO

Retrieved on: 
Monday, July 13, 2020

"At Ria, we are proud to be part of the OXXO family and to be able to strengthen and extend our services in Mexico, said Rosario Escarpita, Managing Director of Ria Money Transfer.

Key Points: 
  • "At Ria, we are proud to be part of the OXXO family and to be able to strengthen and extend our services in Mexico, said Rosario Escarpita, Managing Director of Ria Money Transfer.
  • For this reason, OXXO wanted to team with a global money transfer leader like Ria known for its customer-centric culture and advantageous, transparent fees.
  • Thanks to our alliance with Ria, we are strengthening our service network by offering more money transfer options, thus contributing to the economic and social development of Mexico.
  • Ria, a subsidiary of Euronet Worldwide, Inc. ( EEFT ), is a global leader in the money transfer industry.

Ria Money Transfer Unveils New Logo and Launches New Brand Image

Retrieved on: 
Wednesday, July 1, 2020

As a leading money transfer company, Ria is committed to helping businesses and individuals prosper through the safe, convenient, and affordable transfer of funds.

Key Points: 
  • As a leading money transfer company, Ria is committed to helping businesses and individuals prosper through the safe, convenient, and affordable transfer of funds.
  • Our customers are at the heart of everything we do, and we want our new brand identity to reflect that, said Shawn Fielder, CEO of Ria Money Transfer.
  • We needed a brand identity that reflected what Ria means to people and, more importantly, what people mean to Ria.
  • Ria, a subsidiary of Euronet Worldwide, Inc. ( EEFT ), is a global leader in the money transfer industry.

TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

Retrieved on: 
Wednesday, May 13, 2020

Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability.

Key Points: 
  • Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability.
  • NEWTOWN SQUARE, Pa., May 13, 2020 /PRNewswire/ --TradingFront, working with Interactive Brokers, announced today the launch of an integrated white-label advisor and client platform to power the growth of the RIA industry.
  • TradingFront was founded by experienced RIA executives and technologists steeped in the RIA business model and has developed a technology vision for today's modern advisor.
  • Designed by RIA industry veterans, technologists and partnered with Interactive Brokers, TradingFront is on the leading edge of the future of wealth management technology.

RIA in a Box Launches Open API for MyRIACompliance® at T3 Advisor Conference

Retrieved on: 
Tuesday, February 18, 2020

The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego.

Key Points: 
  • The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego.
  • RIA in a Box's open API will allow for technology providers and RIA firms to connect into the MyRIACompliance platform to ensure that compliance requirements are addressed quickly.
  • While RIA in a Box already integrates with numerous leading industry vendors, the new open API will allow additional technology providers and even tech-savvy RIA firms to plug directly into the innovative compliance software.
  • If you're interested in learning more about the platform or RIA in a Box, please visit http://www.riainabox.com/ or stop by booth 522 at the T3 Advisor Conference.

RIA in a Box Launches Vendor Due Diligence Tool at T3 Advisor Conference

Retrieved on: 
Wednesday, January 30, 2019

The new tool will be highlighted at the Technology Tools for Today (T3) Advisor Conference being held this week in Denton, Texas.

Key Points: 
  • The new tool will be highlighted at the Technology Tools for Today (T3) Advisor Conference being held this week in Denton, Texas.
  • The RIA in a Box Vendor Due Diligence Tool is going to make their lives a lot easier."
  • The Vendor Due Diligence Tool is now live and available to all current MyRIACompliance clients.
  • If you're interested in learning more about this tool or RIA in a Box, please visit http://www.riainabox.com/ .

Abre App-a-thon Enables Aspiring Student Developers to Create Software Apps to Solve Problems for Their Schools

Retrieved on: 
Friday, January 18, 2019

To date, Abre has held four App-a-thons and is embarking on another year of events with the goal to reach more students.

Key Points: 
  • To date, Abre has held four App-a-thons and is embarking on another year of events with the goal to reach more students.
  • Organizations, schools or companies, can apply to sponsor App-a-thons on the Abre website .
  • This includes a discussion of open source software and Material Design theories and how its used in Abre apps.
  • According to Ragusa, Abre will be developing an online Abre marketplace for students to distribute their apps to schools.