It is a consortium of compliance, consulting, and business management solutions designed to help boutique investment firms to structure, maintain, and develop their internal regulatory review programs. RIA compliance and task management tools integrated onto the one-login system. Our software consists of RIA Consults-Roberson Consults Group, a compliance consulting firm, RIA Review, a compliance management system, Broker and Dealer Review, a Hybrid-management system (est. in 2020) *, and FIN Lancer, a Business/Task Management system.
Tools Microsoft Visual Studio 2017
Platform .NET Framework 4.5
Architecture SQL Server 2014
Business Management will have client center, project center, document center, firm directory, vendor directory, E-signatures, invoice integration, etc.Compliance Management
Compliance Management will have compliance calendar, guidelines, alerts, checklists, maps, forms, agreements, review center, cloud storage directory and video library.Task Management
Delight parents with an online system while also allowing your employees to execute administrative tasks quickly.
Analysis : By setting rows and columns, Analyses generates financial analyses and statements in minutes.
In real-time : They may exchange financial information and ad hoc analysis directly from Excel, allowing them to make more informed financial choices faster.
Financial conclusion : You may link to essential business apps in Excel to receive a comprehensive picture of your necessary month-end, quarter-end, or year-end data.
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My company utilizes ManekTech for assistance with expediting our production. They have provided exceptional service thus far during the numerous projects I have contracted them for, and I continue to work with them. Great company, great team, and great pricing.
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