Wealthbox + COMPLY

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

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Overview

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.

Resources

Recorded webinar

From Obligation to Opportunity: Building a More Efficient Compliance Culture

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David Bliss
“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

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