Registered 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.
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®:
- 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.
- Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems.
- Allows compliance activities completed within Redtail to be automatically stored in the firm’s MyRIACompliance® digital compliance log.
MyRIACompliance calendar integration view with the Redtail CRM system calendar:
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.