Integrations /Compliance

Get started with Wealthbox + Comply

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

Overview

Comply 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, Comply’s RIA in a Box software platform to keep your firm in compliant practices.

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.”

Will Bressman

CEO of RIA in a Box

Get started with Wealthbox + Comply

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