SIMPLIFY YOUR COMPLIANCE WORKFLOW
Nitrogen + RIA in a Box
Nitrogen’s integration with RIA in a Box establishes a simple supervisory workflow in which the Chief Compliance Officer of an RIA firm can seamlessly track, manage, and document the client suitability and portfolio review process enabled by the two platforms
Integration Overview
Nitrogen’s integration with MyRIACompliance® establishes a simple supervisory workflow in which the Chief Compliance Officer (“CCO”) of an RIA firm is able to seamlessly track, manage, and document the client suitability and portfolio review process enabled by the two platforms.
Integration includes:
- The ability to simplify the client suitability review process
- Clearly log and document the client suitability review
- Streamline the supervisory process related to client suitability.
Learn More
To learn more about the Nitrogen and RIA in a Box integration, visit our knowledge base article.
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