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.
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®:
- 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.
- Removes the need for an RIA firm to manage multiple calendars or log into more than one platform.
- Automates compliance activities completed within Wealthbox to be stored in the firm’s MyRIACompliance® digital compliance log.
MyRIACompliance calendar integration view with the Wealthbox CRM system calendar:
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.