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Free Tech Tools from RIA in a Box, Morningstar, Redtail, Riskalyze

By Alex Padalka June 4, 2020

RIA in a Box says it has partnered with Morningstar, Redtail Technology and Riskalyze to offer free digital tools to new RIAs working remotely amid the Covid-19 crisis. 

The initiative will allow advisors partnering with RIA in a Box access to cloud-based tech services from supporting firms for free through December 2020, according to a press release from the company. This includes free access to the cybersecurity platform MyRIACompliance; the portfolio management software and reporting and billing platform Morningstar Office Cloud; Redtail’s client relationship management platform and Riskalyze Elite, which offers various client engagement tools such as risk assessment, lead generation questionnaires, retirement maps and more, RIA in a Box says.

"We are seeing record levels of advisors exploring how to start an RIA firm. This initiative will help ensure Covid-19 does not stand in the way of any advisor seeking full independence to better serve their clients," RIA in a Box president GJ King says in the press release"With this announcement, RIA in a Box’s mission is to give new RIAs the ability to leverage technology solutions so they can provide their clients with the best possible experience, virtually. We are thrilled to join forces with fellow industry leaders Morningstar, Redtail, and Riskalyze to support advisors with 24/7 remote access, no matter their location." 

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Tags:  Finding and winning new clients , Client retention , Technology , Portfolio management , Marketing , Morningstar

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