How does MyRIACompliance® integrate with Salesforce?

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®:

  1. 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.
  2. Removes the need for an RIA firm to manage multiple calendars or log into multiple software systems.
  3. Allows compliance activities completed within Salesforce to be automatically stored in the firm’s MyRIACompliance® digital compliance log.
  4. Ability to access the MyRIACompliance® platform via Salesforce.

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.