RAMP Compliance LLC

RAMP Compliance LLC

At BlackCrown, our retirement compliance system for wealth management firms is centered around RAMP Compliance and it’s capabilities to track portfolio holdings quality, risk and retirement analytics. The result is advice generating solutions for RIAs to leverage in their relationship and prospect management.

RAMP Compliance helps independent wealth management firms scale portfolio model compliance and alternatives risk management.

Ideal for:

• Independent RIA with $100MM to $500MM

• Leveraging both turnkey model portfolios & customized portfolios

• Building proactive advice generating software tools to enhance your CRM and prospecting strategy
   

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