By Cory Roberson, Principal of FIN Compliance & FIN Lancer
“Segmented Regulatory Solutions for Financial Markets”
Last month, we've updated our websites in preparation of offering more services and entering into new market segments. We appreciate your continued feedback.
Roberson Ventures Group, Inc. consists of a family of companies that includes:
RIA Consults - Roberson Consults Group, a consulting firm providing compliance, operations, and business development services (www.RIAconsults.com). Since 2011, RIA Consults – Roberson Consults Group has served more than 160 SEC & State Registrants across the country. International clients include: London and Czech Republic.
RIA Consults Website:
Overview of Services:
RIA Review is a user-friendly online compliance and documentation-based platform to help boutique investment advisors to structure, maintain, and develop their internal compliance review programs. 130 users and growing. Hybrid version (RIA/broker-dealer) coming soon
RIA Review website:
RIA Review website:
RegTech
Products is a resource platform and member rewards program featuring providers in
the FinTech, RegTech, Crypto and Blockchain communities. In development.
Sign-up at: https://RIAreview.com/RegTech to get updates on our newest product offerings.
More services and products to come......
Sign-up at: https://RIAreview.com/RegTech to get updates on our newest product offerings.
More services and products to come......
For more inquiries, please contact:
Cory Roberson
Roberson Ventures Group, LLC.
2950 Buskirk Ave, Suite 300, Walnut Creek, CA 94597
Phone: 650-305-2688
Email: cory@robersonconsults.com or cory@riareview.com
Our Mission: “Serving the Investment Community to Make a Social Impact”
Compliance and Business Management
FIN Compliance (FINCompliance.io) is a
consortium of compliance services including: RIA Consults-Roberson Consults
Group, a compliance consulting firm, RIA Review, a compliance-management
software tool (SaaS), B-D Review, a RIA/Broker-Dealer compliance management
software tool, and FINLancer is a business
management portal featuring: E-signature tools; Invoicing integration,
Vendor Directory, continuity directory*, business client document portal, and
more (available by Q3 2019). Access all services
on one site: FINCompliance.io.
Impact
FIN Missions (FINmissions.com) provides business support group
sessions for other entrepreneurs. In addition, Cory has volunteered
for more than fifteen youth programs in locations such as like S. Korea, China,
S. Africa, Thailand, and India.
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