The All-in-One Communication Solution For Your RIA
Text, VoIP, Chat, and Archive - All in a Platform That’s Simple, Compliant, and Secure
❖ Simple and easy
❖ All your communication in one place
❖ Secure and compliant
Are you frustrated with communication tools that are clunky, costly, and fail to meet compliance requirements?
Most solutions were designed for large financial institutions with hundreds or thousands of employees—not for RIAs like yours with a team of 5 to 15. Managing multiple vendors and ensuring compliance shouldn’t be this hard. It’s time for a communication platform built specifically for your RIA—one that’s simple, compliant, and secure.
All Your Communications in One Place—Not All Over the Place!
A Communication Platform Built for RIAs by RIA Experts
Meets All Your Communication Needs
The All-in-One Communication Solution For RIAs: Text, VoIP, Chat, Email, Archive, and eDiscovery—Simple, Compliant, and Secure. Finally, a communication solution built with your RIA’s compliance needs in mind.
Powered by Microsoft Teams
Powered by Microsoft Teams allowing you to streamline your communication with a solution designed specifically for RIAs. From secure texting to VoIP calls, chat, and Teams.
Simple and Compliant
Start using a solution that is simple, easy to use and meets SEC and FINRA compliance requirements.
We love working with small and mid-sized RIAs
We don’t focus on working with large financial institutions with thousands of employees. We love working with small and mid-sized RIAs just like yours.
“I like the cloud platform because it allows data and programs to be stored in another location that is backed up and maintained, something we don’t have to worry about. Your tech support services work very well when we need them.”
“What I like best is your knowledge and response level. The biggest benefit for us is that we feel you actually understand our issues and are responsive. We don’t ever feel as if we have asked a dumb question.”
Choose your plan
Tier 1
1-5 employees
$225
up to 5 employees / month
Most Popular
Tier 2
5-25 employees
$45
per employee / month
Tier 3
25+ employees
Contact Us
Enterprise pricing available
How It Works
1
Watch a Demo
See how RIA Messaging simplifies communication and ensures compliance.
2
See It In Action
Experience the platform firsthand with no commitment.
3
Meet Your Archiving Goals
Our team handles the setup and integration for you.
Meeting all of your RIA’s communications needs doesn’t have to be hard
Stop wasting your hard-earned money on expensive and complex communications solutions that aren't designed for small or mid-sized RIAs. Their technology and their customer support are geared for large financial institutions with thousands of employees. They are not thinking about an RIA like yours with 5 or 15 employees.
We’ve worked with hundreds of RIAs over the years, and we understand your unique challenges. You shouldn’t have to juggle multiple third-party solutions that are complicated, costly, and disconnected. What you need is an all-in-one platform that’s secure, compliant, and simple to use.
We specialize in serving small to mid-sized RIAs, delivering solutions that are built with your needs in mind. Let us take the complexity out of communication so you can focus on what you do best—growing your business.