Redtail Integrates RIA in a Box to Facilitate Regulatory Compliance Tasks
- The integration allows shared clients to view and complete tailored regulatory compliance tasks within the Redtail CRM.

The integration removes the need for advisors to manage multiple calendars.
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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.
The integration removes the need for advisors to manage multiple calendars.
To unlock the Asian market, register now to the iFX EXPO in Hong Kong
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.