RIA Compliance and Practice Management Blog

How MyRIACompliance Integrates with CircleBlack

Posted by RIA in a Box

Dec 7, 2021 1:52:23 PM

RIA Software Integrations

Registered investment adviser ("RIA") firms utilizing our MyRIACompliance® RIA compliance software platform benefit from our integration with CircleBlack, an industry leading wealth management platform. The integration enables advisors to access MyRIACompliance through the CircleBlack advisor experience. Advisors can strengthen their tech stack by using complementary integrated software solutions. 

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Both RIA in a Box and CircleBlack provide technology that empowers advisors to operate with high efficiency.  

There are several key benefits to an RIA firm that uses the integrated solutions:

  1. Real-time updates on compliance needs eliminate the time-consuming process of tedious manual entry processes. 
  2. The action items from MyRIACompliance will appear directly into CircleBlack's Advisor dashboard for timely and quick resolutions. 
  3. Advisors can access a wide array of technology solutions while working within a single, powerful interface. 
  4. The integrated technology allows advisors to stay organized and spend more time serving their clients.

Chief Compliance Officers "CCO" and advisors can link their CircleBlack and MyRIACompliance credentials to enable single sign on "SSO". Once the credentials are linked, to-do items from MyRIACompliance will populate into the 'Tasks Tile' on the user's CircleBlack dashboard. Users can then click a task to access MyRIACompliance and complete the task. This personalized experience helps advisors fortify their compliance programs while automating more function, ultimately freeing more time to spend with clients. To learn more about setting up the RIA in a Box and CircleBlack integration, check out this How to Guide. 




The CircleBlack and MyRIACompliance® integration is free to access for RIA firms that utilize RIA in a Box's MyRIACompliance® software and the CircleBlack hub. If you are a current MyRIACompliance® and CircleBlack client, please feel free to contact your MyRIACompliance® client service representative for details on how to setup the integration.

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Topics: RIA Operations, RIA Compliance, RIA Technology

RIA in a Box LLC is not a law firm, investment advisory firm, or CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities or legal counsel if applicable.

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