Integrations


Integrations and Partnerships

 

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: 

 

Integration Partners

Black Diamond

Black Diamond

The integration allows a joint Black Diamond and RIA in Box MyRIACompliance® clients to automate compliance and registration requirements to help ensure consistent and accurate registration and Form ADV information is filed.

Benefits:

1. Real-time updates on RIA firm registration and compliance needs, eliminating the time-consuming demands of tedious manual entry processes.

2. By sourcing data from Black Diamond 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 requirement are updated in real-time.

3. The integration provides advisors with enhanced capabilities, such as the real-time abilitiy to ensure the firm is properly registered in proper jurisdictions.

Learn more about Black Diamond

CircleBlack - RIAB Integration

CircleBlack

CircleBlack's integration with MyRIACompliance allows joint CircleBlack and RIA in a Box clients to link their CircleBlack and MyRIACompliance credentials to view, complete, and track tailored regulatory compliance tasks all within the CircleBlack Experience. MyRIACompliance helps to programmatically deliver firm-specific compliance tasks utilizing the firm’s Form ADV and other proprietary data directly into CircleBlack.

Benefits:

1. Allows an RIA firm to complete required regulatory compliance task without leave the CircleBlack experience. This allows CircleBlack to further operate as a firm's technology hub.

2. Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems.

3. Allows compliance activities completed within CircleBlack to be automatically stored in the firms MyRIACompliance digital compliance log.


 

Learn more about CircleBlack

Integration Partner Docupace

Docupace

The integration allows a joint Docupace and RIA in Box MyRIACompliance® subscribers to leverage single sign-on to access the Docupace Vault to consolidate their physical and digital records. 

Benefits:

1. Streamlined document access, storage, and sharing to secure and cloud-based solution.

2. Dedicated single-tenant environment into a Tier IV Gold data center.


 

Learn more about Docupace

Morningstar-1

Morningstar

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

Benefits:

1. Real-time updates on RIA firm 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 requirement 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.

 

Learn more about Morningstar Office

Orion

Orion

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

Benefits:

1.Real-time updates on RIA firm registration and compliance needs, eliminating the time-consuming demands of tedious manual entry processes.

2.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 requirement 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.



Learn more about Orion

Redtail-1

Redtail

Our integration with Redtail allows a joint Redtail and RIA in a Box client to view, complete, and track tailored regulatory compliance tasks all within the Redtail CRM calendar system. MyRIACompliance helps to programmatically deliver firm-specific compliance tasks utilizing the firm’s Form ADV and other proprietary data directly into the Redtail CRM system.

Benefits:

1. Allows an RIA firm to complete required regulatory compliance tasks without leaving the Redtail CRM system. This allows Redtail to further operate as firm’s technology hub.

2. Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems. 

3. Allows compliance activities completed within Redtail to be automatically stored in the firms MyRIACompliance digital compliance log.

Learn more about Redtail

Riskalzye-1

Riskalyze

Riskalyze's integration with MyRIACompliance® 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.

Benefits:

1. Simplify the client suitability review process by viewing risk scores at the firm level.

2. Clearly log and document the client suitability review to ensure proper record keeping.

3. Streamline the supervisory process related to client Suitability.

Learn more about Riskalyze

Salesforce

Salesforce

The integration allows a joint Salesforce and RIA in Box MyRIACompliance® subscriber to view and complete tailored regulatory compliance tasks all within the Salesforce task and calendar system. MyRIACompliance® helps to programmatically deliver firm-specific compliance tasks utilizing the firm’s Form ADV and other proprietary data directly into the Salesforce system.

Benefits:

1. Allows and RIA firm to complete required regulatory compliance tasks without leaving the Salesforce system. This allows Salesforce to further operate as a firm's technology hub.

2. Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems.

3. Allows compliance activities completed within Salesforce to be automatically stored in the firm's MyRIACompliance digital compliance log.

4. Ability to access the MyRIACompliance platform via Salesforce.

Learn more about Salesforce

Wealthbox

Wealthbox

Our 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.

Benefits:

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.

Learn more about Wealthbox

Industry Partners

Industry Partners Auduin

Anduin

Fund Subscription Platform for private market transactions

Benefits:

Collaboration, Workflow, and e-signature tools designed streamline fund subscription process for LPs and clients.

Learn more about Anduin Transactions

Industry Partner AssetSure

AssetSure

RIA firms have streamlined access to leading cybersecurity insurance plans to help portect their firms from financial losses in the event of a cybersecurity incident. Directly through our MyRIACompliance platform, RIA in a Box clients will have easy access to the AssetSure platform, which populates cyber insurance quotes from multiple carriers based on each firm's individualized needs.

Benefits:

1. Access industry-leading cyber insurance carriers and compare insurance carriers' prices and features.

2. Receive customized recommendations on insurance carriers based on a firm's unique business needs.

3. RIA firms will receive a customized risk assessment report which they can use when comparing insurance carriers' prices and features.

Learn more about AssetSure

Industry Partners DPL Financial Partners

DPL Financial Partners

DPL is a turnkey insurance management solution for RIAs, providing education and access to Commission-Free insurance and annuities to help firms grow AUM and better meet client needs.

Benefits:

Enables firms to meet client financial needs more holistically and allows fee-only advisors to bill on client’s insurance assets.

Learn more about DPL Financial Partners

Industry Partner ProWriters

ProWriters

RIA firms have streamlined access to leading cybersecurity insurance plans to help protect their firms from financial losses in the event of a cybersecurity incident. Directly through our MyRIACompliance platform, RIA in a Box clients will have easy access to the ProWriters platform, which populates cyber insurance quotes from multiple carriers based on each firm's individualized needs.

Benefits:

1. Access industry-leading cyber insurance carriers and compare insurance carriers' prices and features.

2. Receive customized recommendations on insurance carriers based on a firm's unique business needs.

3. RIA firms will receive a customized risk assessment report which they can use when comparing insurance carriers' prices and features.

Learn more about ProWriters

RIA Tech Suite

RIA Tech Suite

The RIA Tech Suite is a set of complementary technology platforms that automates critical back-office tasks. Get your RIA services up and running fast with all the tools you need.

  • Betterment for Advisors: A digital-first wealth management platform that leverages tax-smart technology.
  • RightCaptial: Wealth planning software that makes planning easier and more powerful for you and your clients.
  • Wealthbox: A leading CRM software application that helps you manage your clients and collaborate with your team.
  • RIA in a Box: Compliance, cybersecurity, and operational software for investment advisors.

Learn more about RIA Tech Suite

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