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 ...
If you’ve spent any time reading industry headlines lately, you undoubtedly have come across titles like, “AI: Embracing the New Frontier in Your Practice,” and “AI in Wealth Management Accelerates.” ...
The RIA industry suffers from choice overload with 850 asset managers and 15,000 RIAs struggling to connect efficiently ...
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 ...
RIA Compliance Technology received a top satisfaction ranking and was named a “provider to watch” in the RIA Compliance category. Being recognized by Kitces.com as both highly rated and a provider to ...
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