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September 06, 2019 at 04:35 PM
RIA in a Box’s MyRIACompliance now integrates with the cloud-based Docupace digital operations platform as part of a deal between the two companies that enables advisors using the RIA in a Box software to also access Docupace Platform through single sign-on, the companies said Thursday.
Los Angeles-based technology company Docupace’s plaftorm provides a highly secure document management and workflow solution for wealth management firms, according to the companies. The integration means wealth management firms using MyRIACompliance can easily access Docupace for document management to consolidate their digital and physical records, they said in a joint announcement.
“Through the integration with Docupace, advisors can seamlessly access and store their client documents containing Non-Public Personal Information,” Mike Lubansky, director of Product at RIA in a Box, said in a statement. The integration went live Thursday, he told ThinkAdvisor on Friday.
Using the Docupace storage add-on, advisors using MyRIACompliance can upload sensitive client documents to a secure cloud that is Securities and Exchange Commission-compliant, the companies said. Docupace provides each client with his or her own dedicated space in a “multi-tenant environment, making it a secure way for advisors to manage and share their documents, while maintaining strict compliance standards and tracking via” the MyRIACompliance platform, they said.
“Secure, digital storage of sensitive documents and information is paramount and one of the highest priority issues facing many advisors today,” according to Richard Thoeny, vice president of product management at Docupace. “RIA in a Box is an ideal partner for us because of their industry knowledge and leading technology which provides advisors with compliance, operations, and registration software solutions,” he said in a statement.
