Venturis Solutions的封面图片
Venturis Solutions

Venturis Solutions

金融服务

Royal Oak,Michigan 1,318 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
https://www.venturissolutions.net
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

动态

  • 查看Venturis Solutions的组织主页

    1,318 位关注者

    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

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