RIA Review, RIA Products, and RIA Consults - Roberson Consults Group are trademarks of Roberson Ventures Group, Inc. and/or its subsidiaries. 2016 Roberson Ventures Group, Inc All Rights Reserved.
RIA Review is compliance management software designed to assist investment advisors for audit preparation. Using our software doesn’t guarantee that the firm will satisfy its entire fiduciary obligations as an advisor and/or to its clients. Each firm maintains responsibility for managing its own compliance program. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, and/or selection of the legal agreements featured in this service.
For those who purchase software only: Clients can receive a partial refund within 30 days of sale (minus 10% processing fee). Afterwards, there are no refunds, but credits may be given off of other services.
For those who purchase as a bundled service: Clients will receive a pro-rated refund based on the services that they’ve already purchased.
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