RIA Compliance and Practice Management Blog

How MyRIACompliance® Software Integrates with Redtail CRM

Posted by RIA in a Box

Oct 29, 2018 1:34:47 PM

Redtail RIA CRM complianceRegistered investment adviser ("RIA") firms utilizing our MyRIACompliance® RIA compliance software platform benefit from our integration with Redtail which is the leading customer relationship manager ("CRM) software provider to investment advisers. The integration allows a joint Redtail and RIA in Box MyRIACompliance® client to view and complete tailored regulatory compliance tasks all within the Redtail CRM calendar system. MyRIACompliance® helps to programmatically deliver firm-specific compliance tasks utilizing the firm’s Form ADV and other proprietary data directly into the Redtail CRM system. 

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Today, over 300 RIA firms utilize both Redtail and MyRIACompliance® to help better engage with clients, streamline operations, and automate regulatory compliance requirements.

There are several key benefits to an RIA firm that utilizes both Redtail and MyRIACompliance®:

  1. Allows an RIA firm to complete required regulatory compliance tasks without leaving the Redtail CRM system. This allows Redtail to further operate as a firm’s technology hub.
  2. Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems.
  3. Allows compliance activities completed within Redtail to be automatically stored in the firm’s MyRIACompliance® digital compliance log.

MyRIACompliance Calendar:

Redtail RIA compliance integration with RIA in a Box

MyRIACompliance calendar integration view with the Redtail CRM system calendar:

Redtail Calendar Integration.png

The Redtail and MyRIACompliance® integration is free to those who utilize RIA in a Box MyRIACompliance® and Redtail CRM system.

About Redtail: Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base.

If you are a current MyRIACompliance® and Redtail customers, please feel free to contact your MyRIACompliance® client service representative for details on how to set-up 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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