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 Orion allows a joint Orion 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.
The key benefits to an RIA firm that utilizes both Orion and MyRIACompliance®:
- Real-time updates on their registration and compliance needs, eliminating the time-consuming demands of tedious manual entry processes.
- By sourcing data from Orion 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.
- The integration provides advisors with enhanced capabilities, such as the real-time ability to ensure the firm is properly registered in proper jurisdictions.
With this automated compliance tool, firms can immediately identify and address potential registration issues that require immediate attention.
Learn more about our integration with Orion here.
If you are a current MyRIACompliance® and Orion client, please feel free to contact your MyRIACompliance® client service representative for details on how to setup the integration.