Registered investment adviser ("RIA") firms utilizing our MyRIACompliance® RIA compliance software platform benefit from our integration with Salesforce which is the leading customer relationship manager ("CRM) software provider to investment advisers. The integration allows a joint Salesforce and RIA in Box MyRIACompliance® subscriber to view and complete tailored regulatory compliance tasks all within the Salesforce task and calendar system. MyRIACompliance® helps to programmatically deliver firm-specific compliance tasks utilizing the firm’s Form ADV and other proprietary data directly into the Salesforce system.
Today, over 100 RIA firms utilize both Salesforce and MyRIACompliance® to help better engage with clients, streamline operations, and automate regulatory compliance requirements.
There are several key benefits to an RIA firm that utilizes both Salesforce and MyRIACompliance®:
- Allows an RIA firm to complete required regulatory compliance tasks without leaving the Salesforce system. This allows Salesforce to further operate as a firm’s technology hub.
- Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems.
- Allows compliance activities completed within Salesforce to be automatically stored in the firm’s MyRIACompliance® digital compliance log.
- Ability to access the MyRIACompliance® platform via Salesforce.
The MyRIACompliance® application is installed to the firm's Salesforce organization to give all users access to the calendar and task integration:
The Salesforce and MyRIACompliance® integration is generally free to those who utilize RIA in a Box MyRIACompliance® and Salesforce system.*
If you are a current MyRIACompliance® and Salesforce subscriber, please feel free to contact your MyRIACompliance® client service representative for details on how to set-up the integration.
*The Salesforce and MyRIACompliance® integration is generally available for Salesforce Sales Cloud Enterprise or higher level subscription types. Salesforce Inc. and RIA in a Box LLC are independent entities. All registered trademarks or logos are property of their respective owners. Salesforce Inc.is not the provider of the MyRIACompliance® application and has not conducted any review of it.