cloudRIA

CloudRIA is an online business management platform developing tools that help investment advisors share information with stakeholders.

cloudRIA, Inc. develops and delivers tools for RIA (Registered Investment Advisors) firms to invite and share information with customers, companies and service providers online. It offers RIA OS that includes workflow wizards to capture employees' knowledge; options to manage client relationships, PortfolioCenter and other portfolio management systems, and custodial integrations; financial planning applications, marketing applications, and compliance tools; and solutions to send and store encrypted documents. The company was incorporated in 2012 and is based in Seattle, Washington.