Connect CurrentClient to MyRiaCompliance to automatically forward every text message into your MyRiaCompliance archive for books and records compliance.
Who is MyRiaCompliance?
MyRiaCompliance is the RIA-focused compliance platform from RIA in a Box, now part of Comply. It pairs an interactive compliance calendar and registration tracking with a Communications Archiving and Review module that captures email, social media, and websites for SEC and state-registered firms.
What you'll need
Your MyRiaCompliance journal destination email address. You can find it in your MyRiaCompliance portal or ask your account team.
Connect MyRiaCompliance
Set up MyRiaCompliance in CurrentClient: Open the MyRiaCompliance setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.