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Integrations

At RIA in a Box, we are passionate about building innovative RIA compliance software that integrates with other industry-leading solutions.  Presently, our MyRIACompliance® software integrates with these solutions: 

Black Diamond Wealth Platform Logo

Black Diamond

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. 

Docupace Logo

Docupace

With single sign-on to access the Docupace Vault, MyRIACompliance and Docupace subscribers can seamlessly access and store their client documents containing Non-Public Personal Information ("NPI").

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Morningstar Office℠

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. 

Orion compliance software for RIA firms

Orion

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. 

Redtail CRM software for RIA firms

Redtail

Allows an RIA firm's customized compliance calendar activities to be viewed, completed, and tracked within Redtail and the MyRIACompliance® digital compliance log.

Riskalyze Logo

Riskalyze

Establishes a simple supervisory workflow in which the Chief Compliance Officer ("CCO") of an RIA firm is able to seamlessly track, manage, and document the client suitability and portfolio review process enabled by the two platforms

Salesforce CRM software for RIA firms

Salesforce

Allows an RIA firm's customized compliance calendar activities to be viewed, completed, and tracked within Salesforce and the MyRIACompliance® digital compliance log.

Wealthbox CRM software for RIA firms

Wealthbox

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

*All registered trademarks or logos are property of their respective owners and are in no way formally affiliated with RIA in a Box.