Robert Madi

Background

About Robert Madi

As a leader of your RIA, you have a lot of moving parts to manage and only so much time and energy. What would it mean for your firm if your technology was SEC compliant, and your client data was always 100% secure? Let's have a conversation about improving your day to day operations and setting your firm up for substantial growth. I have had the privilege of working for over 15 years within the financial consulting world. During that time, I have absorbed a deep technological knowledge for the financial industry, including network infrastructure, regulatory technology compliance, and managed services expertise. My focus is on delivering the optimal platform to elite RIAs from an operational, security, and compliance standpoint. I lead a team that partners exclusively with Registered Investment Advisors (RIAs) across the country, evaluating their current technology environment and providing recommendations that make their business more efficient. Through expert analysis and client relationships, my team and I are able to provide focused solutions that deliver an optimal RIA specific technology environment. I am also actively involved in the RIA community, attending and speaking at RIA specific conferences, seminars, and road shows. My mission is to form strategic partnerships within the RIA community in an effort to bring enhanced value to our clients. My Specialties Are- Thorough understanding of the RIA business model - Network and Infrastructure - SEC Technology Compliance - Data Security Get your RIA ahead of the curve and prove to your customers and employees you value their productivity. Give them all the tools they need to be happy and successful. Shoot me an email me at rmadi@comply.com or give us a call at 224.563.3600