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: 

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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. 

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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. 

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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. 

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Redtail

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

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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

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Salesforce

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

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Wealthbox

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


Partnerships

DPL_logotype_2color_web

DPL Financial

DPL helps ensure you don’t leave assets, or client solutions, behind. DPL’s turnkey insurance platform helps breakaways:
  • Increase AUM and revenue by bringing held away assets under your management, eliminating orphan accounts
  • Deliver a holistic financial planning experience that includes Commission-Free insurance and annuities
  • Retain clients and capture share of wallet with secure retirement income, protected growth and other solutions clients want and need

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