How does MyRIACompliance® integrate with Wealthbox?

This integration allows an RIA firm's customized compliance calendar activities to be viewed, completed, and tracked within Wealthbox and the MyRIACompliance® digital compliance log.

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®:

  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.

Wealthbox

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.

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