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Modern Treasury vs RIA In A Box

Modern Treasury logo
Modern TreasuryPayment Processors
CustomPublished price
RIA In A Box logo
RIA In A BoxCompliance Management
CustomPublished price
Modern Treasury logo
Modern Treasury
Payment Processors

Payment operations software.

RIA In A Box logo
RIA In A Box
Compliance Management

It's time to make compliance manageable.

Overview
CategoryPayment ProcessorsCompliance Management
What it isModern Treasury automates payment flows, reconciliation, and compliance.COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools.
Pricing
Published priceCustom
Payment operations and money-movement platform priced usage-based on transaction volume, payment rails, and account structure; per-unit costs decline as volume grows. No public li…
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 modelUsage-basedCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20182005
Team size201-50051-200 employees
HeadquartersSan Francisco, CANew York, NY
Featured clientsGusto, ClassPassNot available

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