DocTract vs RIA In A Box
DocTractCompliance Management
CustomPublished price
RIA In A BoxCompliance Management
CustomPublished price
DocTract Compliance Management Smart Policy Management. Simple Implementation. Cloud Powered. | RIA In A Box Compliance Management It's time to make compliance manageable. | |
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| Overview | ||
| Category | Compliance Management | Compliance Management |
| What it is | Policy management for government, healthcare, and education with document control, compliance, and audit features. | COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools. |
| Pricing | ||
| Published price | Custom No public pricing published; DocTract quotes custom pricing per organization (users, size, requirements). A free demo is offered but no tiers or ranges are listed. | Custom No public pricing; disclosed only via demo. Historically offered tiered plans (e.g., Standard/Premium/Comprehensive) for SEC- and state-registered firms with optional add-ons. Now… |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2010 | 2005 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | London, UK | New York, NY |