SaaS

Rushmore Advisor Services Releases its RIA Practice Management Platform

Submitted by Technology Tools for Today on February 13th, 2015

account aggregation
CRM
document storage software-as-a-service
Matt O’Brien
MyRIACompliance
online practice management platform
portfolio management
regulatory compliance
Rushmore Advisor Services
SaaS
technology

Today, at the 2015 Technology Tools for Today (T3) Advisor Conference, Rushmore Advisor Services (www.rushmoreadvisor.com) officially announced the release of its online practice management platform for registered investment adviser (RIA) firms.