How does MyRIACompliance® integrate with Morningstar Office℠?

This integration helps to ensure that an RIA firm is registered or notice filed in the proper jurisdictions and the currently filed Form ADV information is accurate.

Our integration with Morningstar allows a joint Morningstar and RIA in Box MyRIACompliance® client to automate compliance and registration requirements to help ensure consistent and accurate registration and Form ADV information is filed.

Both Morningstar and MyRIACompliance® help better engage with clients, streamline operations, and automate regulatory compliance requirements.

The key benefits to an RIA firm that utilizes both Morningstar Office and MyRIACompliance®:

  1. Real-time updates on their registration and compliance needs, eliminating the time-consuming demands of tedious manual entry processes.
  2. By sourcing data from Morningstar and running it in tandem with RIA in a Box's MyRIACompliance® software, the integration enables firms of all sizes to seamlessly track registration and notice filings to ensure compliance requirements are updated in real-time.
  3. The integration provides advisors with enhanced capabilities, such as the real-time ability to ensure the firm is properly registered in proper jurisdictions.

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Learn more about our integration with Morningstar here.

If you are a current MyRIACompliance® and Morningstar client, please feel free to contact your MyRIACompliance® client service representative for details on how to setup the integration.