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Alternatives to RIA In A Box

10 alternatives

  1. 1Compliance Management, Audit Management

    AuditBoard

    Audit Management

    AuditBoard provides a connected risk platform for internal audit, SOX compliance, risk management, and ESG reporting.

    Vendor Risk ManagementFinancial Risk Management
  2. 2Compliance Management, Audit Management

    AuditFindings

    Audit Management

    Audit analytics platform with data extraction, automated testing, and continuous auditing for internal audit teams.

    Centralized audit issue tracking and managementCorrective action assignment and trackingCustomizable dashboard and reporting

    Price$299+ / month

  3. 3Compliance Management, Audit Management

    iAuditor

    Audit Management

    Mobile inspections platform from SafetyCulture for audits, checklists, and safety processes.

    Mobile inspection and audit formsTeam management and permissionsReal time sensor and iot integration

    Price$24 / user / month

  4. 4Audit Management

    Galvanize

    Audit Management

    GRC software suite with audit management, analytics, compliance, and risk management now part of Diligent.

  5. 5Audit Management

    Caseware

    Audit Management

    Audit and assurance solution with working papers, analytics, engagement management, and cloud collaboration for audit firms.

    Financial ReportingAudit Readiness
  6. 6Audit Management
  7. 7Wealth Management

    Finantix

    Wealth Management

    ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.

  8. 8Wealth Management

    Fintel

    Wealth Management

    Equity research platform with institutional ownership data, short interest, and SEC filings.

    Price$10+ / month

  9. 9Audit Management

    IDEA Analytics

    Audit Management

    Data analytics for audit with automated analysis, visualization, and exception identification for financial datasets.

    Free trial
  10. 10Wealth Management

    Income Lab

    Wealth Management

    Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.

    Free trialTiered plans

    Price$199+ / month