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RIA in a Box

Integration Name:

RIA in a Box

Integration Type:

Compliance

Setting up the integration:

From your RIA in a Box account, click the "Home" menu and select "Integrations":

riahome.png

On the resulting page, click the Redtail icon in the Compliance Calendar Integrations area:

redtailria.png

You'll then be prompted for your Redtail credentials:

riacred.png

Enter those in the spaces provided and Submit to complete the integration setup.

Integration functionality:

The integration is between your Redtail Calendar and your RIA in a Box Compliance Calendar. You can contact RIA in a Box for details on using the integration between the two systems and/or read more about it on their website here.

The integration also offers Single Sign-On (SSO) from Redtail into MyRIACompliance. Select "MyRIACompliance" from your Integrations menu in Redtail and you'll see that option to "Launch MyRIACompliance":

MyRIACompliance_SSO.png

RIA in a Box resources:

Website

FAQ

Blog

Resources

 

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