How much is your time worth? If you're a Chief Compliance Officer you are responsible for compliance outcomes at your RIA. If you have other roles at your firm, do you know how much time you're spending on compliance as opposed to other activities? How much time is wasted when you start a task, are interrupted, and then have to spend time figuring out where you left off? CCOs who fulfill multiple roles at their firm face a dilemma when "things come up." Compliance tasks, even required ones, will get shelved in favor of revenue-generating or client-facing activities. It happens and it is pretty common. Anyone would rather onboard clients than do trade or email review. Who wouldn't? Take back your time and let us get it done. https://lnkd.in/d_qwW3AV #investmentadvisers #cco
Venturis Solutions
金融服务
Royal Oak，Michigan 1,319 位关注者
Our mission is providing service focused compliance solutions to registered investment advisers.
关于我们
Venturis Solutions provides compliance and regulatory services and consulting to registered investment advisers. We design, build, and implement compliance solutions for RIAs of all sizes. Our service models include serving as the Chief Compliance Officer, managing and overseeing the compliance program, and projects such as annual compliance reviews or assisting with a regulatory examination. Our registration services guide prospective and new RIA firms through the entire registration and approval process.
- 网站
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https://www.venturissolutions.net
Venturis Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Royal Oak，Michigan
- 类型
- 私人持股
- 创立
- 2017
地点
-
主要
获取路线
US，Michigan，Royal Oak，48073