What features are included in the integration?
MyRIACompliance combines our team of RIA compliance experts with an online software platform to help registered investment adviser (RIA) firms better manage and automate regulatory responsibilities. The compliance service is designed to assist both SEC and state-registered firms.
What features are included in the Integration?
Advisors who also have a subscription with RIA in a Box can now view Morningstar Office Cloud client data in RIA in a Box’s MyRIACompliance solution.
To set up the integration with MyRIACompliance, login to https://www.riainabox.com/. This brings you to RIA in a Box. From there, login using your Username and Password.