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Modern CRM integrated with advanced compliance software – all in a box!

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Overview

RIA in a Box is a leading RIA compliance software provider offering compliance services and solutions to financial advisors. The integration with Wealthbox allows users to access, from Wealthbox, RIA in a Box’s software platform to keep your firm in compliant practices.

MyRIACompliance calendar events are synced with the Wealthbox calendar view.

Webinar Recording

Compliance Tasks + CRM: A Webinar on the Integration of RIA in a Box + Wealthbox

Watch Now →

Resources

Help Center Article

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

Will Bressman

CEO of RIA in a Box