Connect CurrentClient to Comply (formerly RIA In A Box) to automatically forward every text message into your Comply archive for books and records compliance.
Who is Comply?
Comply (formerly ComplySci) is the parent of RIA in a Box and supports more than 2,600 RIAs and wealth managers. Its Communications Archiving and Review module captures email, text, iMessage, WhatsApp, websites, and social channels into WORM-compliant storage that meets SEC Rule 204-2.
What you'll need
Your Comply journal destination email address. You can find it in your Comply portal or ask your Comply account team.
Connect Comply
Set up Comply in CurrentClient: Open the Comply setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.