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Wednesday, May 30, 2018

Roberson Ventures enters referral partnership with Shurwest, Inc.

By Cory Roberson, Principal at RIA Review and RIA Consults 

Do you need to boost your insurance-based business activities?
We are entering into a referral partnership with Shurwest, Inc. to help firms enhance their insurance-based business and back office activities.      

Shurwest is an independent distribution company empowering financial advisors by offering consumer-focused insurance products. Our RIA partners recognize that we understand and support their fiduciary responsibility to their clients by providing them with strategies and options to meet their clients’ evolving needs. Our offerings include fixed indexed annuities and insurance products, integrated marketing, technology solutions and streamlined operations.

The complexity of structuring insurance packages and managing back office reporting obligations requires unique challenges for many investment advisors. Roberson Ventures Group maintains the pace with the introduction of a new referral partner, Shurwest.  Learn more about their insurance services here

Roberson Ventures Group, Inc. consists of a family of companies that consists of streamlined compliance products and services for registered investment advisors, broker-dealers, and other fintech entrepreneurs.

RIA Consults - Roberson Consults Group, a consulting firm providing compliance, operations, and business development services.  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 Review, a compliance-management software tool (SaaS). RIA Review, a division of Roberson Ventures Group, LLC, is an online compliance and documentation-based platform to help firms to structure, maintain, and develop their internal compliance review programs. 130 users and growing. 

RegTech Review, a compliance tech resource portal featuring RIA and other compliance Products (SaaS/IaaS).  These products will be featured as a part of our overall product offerings on RIA Review.

Disclosure:  We are not insurance brokers.  All insurance services are offered strictly through the channel partners associated with Shurwest, Inc. 

More compliance solutions for upcoming regulations 

With more regulations in the pipeline, advisors are advised to adopt programs to monitor, maintain, and update its compliance program.  In anticipation of these requirements, Roberson Ventures Group is committed to including additional tools applicable to RIA’s.  

The company is committed to increasing its technology-based solutions to help firms through its partner channel stay in pace with greater demands. Roberson Ventures Group seek to help budding’ to create greater transparency for its clients and regulators.

“Along with our other affiliates, RIAconsults.com and RIAReview.com, our software will feature next-gen tools for firms to build, update, and monitor their practices.  We are in the process of seeking nex-gen technology partners.” - Cory Roberson said.

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




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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