Integrations /Compliance

Get started with Wealthbox + RIA in a Box

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


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.

“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

Get started with Wealthbox + RIA in a Box

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!