Connect CurrentClient to Comply (formerly RIA In A Box) to automatically capture and archive all your text messages for compliance purposes.
To set up this integration, you’ll need to provide your Comply journal destination email address.
More details coming soon.Archiving
Comply
Provide your Comply (Formerly RIA In A Box) journal destination email address
Connect CurrentClient to Comply (formerly RIA In A Box) to automatically capture and archive all your text messages for compliance purposes.
To set up this integration, you’ll need to provide your Comply journal destination email address.
More details coming soon.