RIA In A Box vs Visdum
RIA In A BoxCompliance Management
CustomPublished price
VisdumSales Commission Software
$10+ / user / monthPublished price
RIA In A Box Compliance Management It's time to make compliance manageable. | Visdum Sales Commission Software Sales commission software for mid-market. | |
|---|---|---|
| Overview | ||
| Category | Compliance Management | Sales Commission Software |
| What it is | COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools. | Visdum automates complex commission calculations with ASC 606 compliance and seamless CRM integration for mid-market organizations using HubSpot and Salesforce. |
| Pricing | ||
| Published price | 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… | $10+ / user / month |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | No free plan |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2005 | 2021 |
| Team size | 51-200 employees | 11-50 employees |
| Headquarters | New York, NY | San Francisco, California |