Setting up the integration:
From your RIA in a Box account, navigate to the menu bar and select 'Integrations'
On the resulting page, click the Redtail icon in the Compliance Calendar Integrations area:
You'll then be prompted for your Redtail credentials:
Enter those in the spaces provided and Submit to complete the integration setup.
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":
RIA in a Box resources:
If you are looking for other Compliance Tools, click here!