Redtail Technology, a provider of client relationship management (CRM) solutions for financial services firms, and RIA in a Box, a compliance software and services business focused on registered investment advisory firms, have integrated to allow clients to view and complete tailored regulatory compliance tasks all within the Redtail CRM calendar.
The integration removes the need for advisors to manage multiple calendars.
The integration enables RIA in a Box’s MyRIACompliance software to deliver firm-specific compliance tasks and proprietary data directly into Redtail’s platform. This enables RIAs (registered independent advisors) to complete required compliance items while using Redtail’s CRM system, allowing Redtail to operate as the RIA’s primary technology hub.
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The integration removes the need for advisors to manage multiple calendars, and allows compliance activities within Redtail to be automatically stored in the firm’s digital compliance log, without leaving the CRM.
Brian McLaughlin, Redtail Technology CEO, said: “The CRM continues to be the foundation of an advisors’ technology structure and is now a critical component for compliance activities. Redtail’s integration with RIA in a Box will make advisors’ compliance activities and processes more intuitive and straightforward, ensuring RIAs are prepared – no matter the direction of the DOL rule.”
GJ King, RIA in a Box CEO, added: “RIA in a Box believes an RIA’s CRM system should serve as its technology hub, and Redtail is the leading CRM of choice for the advisors we support. This first of its kind integration will allow more than 225 RIA firms we share as clients with Redtail to more efficiently manage compliance requirements within in a single software system.”
The integration is provided at no additional cost to joint Redtail and RIA in a Box clients.