PHOENIX, Dec. 18, 2025 /PRNewswire/ -- itSynergy, a leading provider of IT and cybersecurity services to Registered Investment Advisers (RIAs), today announced the acquisition of the Itegria line of ...

RIA Compliance Technology urges Registered Investment Advisors to upgrade systems before Windows 10 End of Support to avoid compliance and data risks. Maintaining compliance security can be as simple ...

Compliance made Simple, Structured, and Organized. Our platform eliminates the inefficiencies of manual trade monitoring. We designed it to help firms stay ahead of compliance requirements while ...

RIAs are subject to stringent compliance policies and procedures – fiduciary obligations, disclosure rules, and exams and inspections, to name a few. Often, meeting these requirements eats into the ...