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Insights

Perspectives on fintech engineering, RIA compliance technology, and wealth management software — from founders who've built in the space.

RIA Operations

Why Your RIA Needs a Technology Due Diligence Framework

As regulatory scrutiny of technology risk intensifies, RIA firms need a structured approach to evaluating their technology stack and vendor relationships.

SSG Team·
Compliance & RegTech

The Real Cost of Legacy Compliance Systems

Manual compliance processes cost the average mid-size RIA over $200K annually in staff time alone. Here's how automation changes the equation.

SSG Team·
Engineering

Building for SOC 2 from Day One

Retrofitting security controls is expensive and painful. We share our approach to building SOC 2 compliance into the development lifecycle from the start.

SSG Team·