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Our RIAview process is built for RIA’s who want to make sure they understand the coverage they have. In short we have distilled our expertise so RIA’s can understand the best in class coverage so they can have the peace of mind they want.
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This process is modeled after a financial planning process. We start with a discovery call. Then we build a coverage comparison for you and wrap it up with a 45 minute results call. When done you’ll know what to expect in the event of a potential claim.
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This education will be absolutely indispensable in the event of a claim. You will receive all of this weather or not you decide to work with us!
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Ever wonder what questions you should be asking your business insurance broker? We can provide you with the key questions that we have found valuable in assessing if the broker is qualified to serve you as an RIA and fiduciary for your clients.
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Make sure your insurance broker is working with hundreds or thousands of clients just like you. Because of the lack of standards in this space it is vital. How would a broker understand the levers they can push or pull if they are only serving a couple or even a few dozen RIA’s?
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Make sure your insurance broker understands what claims advisors need to be aware of. Have they been an insurance adjuster? Do they know how to approach the claim process so you can get the best results?
Product Description
About this Product
Serving only RIA’s we get the coverage needed so you have the peace of mind you want:
- Errors & Omissions – Covering mistakes that are common for advisors.
- Fidelity Bonds – Covering wire fraud and social engineering risks.
- Cyber Insurance – Covering lose of data and ransom ware attacks.
About Box Professional Insurance LLC
Box Professional Insurance was launched with the support of Box Insurance Agency, which is 100 year old insurance broker, based in Texas we serve firms across the United States. Box Professional Insurance is built by a former advisor exclusively for advisors. We did this because many RIAs struggle to find an insurance broker who understands their business. With our expertise, RIAs get the business coverage they need, so they have the peace of mind they want.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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