GOLD RIVER, Calif., Jan. 31, 2017 /PRNewswire/ -- Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms and RIA in a Box, a compliance software and services business aimed exclusively at 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, which was initially discussed at the annual FUSE conference in Park City, Utah in September 2016, 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. 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.
"The CRM continues to be the foundation of an advisors' technology structure and is now a critical component for compliance activities," said Brian McLaughlin, Redtail Technology CEO. "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."
"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," said GJ King, RIA in a Box CEO. "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.
King concluded, "It's an honor to collaborate with an industry-leader like Redtail. This is the just the beginning of more integration capabilities to come."
About Redtail Technology Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects -- it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.
About RIA in a Box® RIA in a Box® is a fast-growing, entrepreneurial financial services firm that is a leading provider of registration, compliance, and operations support services to registered investment adviser (RIA) firms throughout the United States. We enable fellow entrepreneurs to create and grow their own registered investment advisory firms while maintaining constant regulatory compliance. Our MyRIACompliance™ solution helps over 1,400 RIA firms manage compliance with award-winning software and a team of on-call former regulators.