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Digital Digest: The Latest Tech News - RIA In A Box, Skience
Editorial Staff
19 February 2020
RIA in a Box Skience Now, advisors can prefill information from an Envestnet proposal into Skience’s new account system.
RIA in a Box, which provides compliance, operations and registration software and services solutions, has released an open application programming interface for its MyRIACompliance® tool.
The launch was announced at Technology Tools for Today Advisor Conference in San Diego, California, RIA in a Box said.
The open API allows for technology providers and RIA firms to connect into the MyRIACompliance platform to ensure that compliance requirements are addressed quickly.
"It was important for us to develop the open API for MyRIACompliance because we understand that we are a critical compliance technology and data hub for thousands of firms around the country," G J King, president at RIA in a Box, said.
Launched in 2005, RIA in a Box is led by Will Bressman and G J King. The firm says that more than 1,800 RIAs use the platform.
Skience, the wealth management services and solutions provider, has released a new platform to boost advisors’ productivity.
Version 12.0 of the Skience platform’s account opening process is available for all major clearing and custody providers and is launched directly from the advisor’s client relationship management system.
The new offering can be integrated with the platform of Envestnet. Beforehand, Skience introduced the ability for an advisor to create and prefill a proposal from the Skience platform to MoneyGuide.
The integration also allows demographic and financial holding information to pass through both platforms. Advisors can utilize the MoneyGuideOne, MoneyGuidePro, and MoneyGuideElite solutions - as well as the MyBlocks™ offering.