Integrations /Compliance

Get started with Wealthbox + COMPLY

Modern CRM integrated with advanced compliance software – all in one platform!


COMPLY provides regulatory compliance solutions, combining the power of regulatory technology, services, and education to empower Chief Compliance Officers (CCOs) and compliance professionals to easily navigate the regulatory landscape. The integration with Wealthbox allows users to access COMPLY’s RIA in a Box software platform from Wealthbox to keep your firm compliant.

Comply calendar events are synced with the Wealthbox calendar view.

“We are excited to integrate with Wealthbox to provide registered investment advisors with solutions to efficiently run their practice.”

David Bliss

Chief Product Officer, COMPLY

Get started with Wealthbox + COMPLY

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