RIA Compliance and Practice Management Blog

How MyRIACompliance® Software Integrates with Wealthbox CRM

Posted by RIA in a Box

Mar 25, 2021 1:30:05 PM

CRM Software for RIA Firms

Registered investment adviser ("RIA") firms utilizing our MyRIACompliance® RIA compliance software platform can take advantage of our integration with Wealthbox CRM, which is a leading web-and-mobile customer relationship manager ("CRM”) software provider to investment advisers. The integration enables joint users of MyRIACompliance® and Wealthbox to view and complete customized regulatory compliance events all within the Wealthbox calendar system. MyRIACompliance® helps to programmatically deliver firm-specific compliance tasks utilizing the firm’s Form ADV and other proprietary data directly into the Wealthbox CRM system. 

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Today, over 150 RIA firms utilize both Wealthbox 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 Wealthbox and MyRIACompliance®:

  1. RIA firms can complete required regulatory compliance tasks without leaving the Wealthbox CRM system. This allows Wealthbox to operate as a firm’s technology hub.
  2. Removes the need for an RIA firm to manage multiple calendars or log into more than one platform.
  3. Automates compliance activities completed within Wealthbox to be stored in the firm’s MyRIACompliance® digital compliance log.

MyRIACompliance Calendar:

My RIA Compliance Calendar March 2021

MyRIACompliance calendar integration view with the Wealthbox CRM system calendar:

wealthbox crm

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

About Wealthbox: Wealthbox is a web-and-mobile CRM application designed for financial professionals. Wealthbox is known for its modern product design and simple user-experience for RIA firms of all sizes.

If you are a current MyRIACompliance® and Wealthbox customer, 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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