This integration allows an RIA firm's customized compliance calendar activities to be viewed, completed, and tracked within Salesforce and the MyRIACompliance® digital compliance log.
Our integration with Salesforce 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.
The 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.
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.