The All In One Archiving Solution For Your RIA
Archive your email, instant messages, text, files, website and social media all in one place
❖ All your archives in one place
❖ Simple and easy
❖ Secure and compliant
Are you sick and tired of having mutiple archiving solutions that are clunky, expensive, and hard to use?
We couldn't agree with you more!
We provide your RIA with an all in one archiving solution that
archives your emails, instant messages, website and social
media that is simple and easy to use. We want you to have
peace of mind and sleep better at night knowing that you meet
and exceed SEC and FINRA archiving compliance requirements.
Archive everything in one place, not all over the place!
Save time, money and energy with this all in one archiving solution
Meets All Your Archiving Needs
Archive email, instant messages, texts, website and social media. No need for multiple 3rd party tools that are expensive and hard to use.
Advanced Email Security
Automatically encrypt emails with sensitive information and notify your CCO when specific keywords are contained in an email.
Simple and Secure
Start using a solution that is simple, easy to use and meets SEC and FINRA complaince requirements.
We love working with small and mid-sized RIAs
We don’t focus on working with large financial institutions with thousands of employees. We love working with small and mid-sized RIAs just like yours.
“I like the cloud platform because it allows data and programs to be stored in another location that is backed up and maintained, something we don’t have to worry about. Your tech support services work very well when we need them.”
“What I like best is your knowledge and response level. The biggest benefit for us is that we feel you actually understand our issues and are responsive. We don’t ever feel as if we have asked a dumb question.”
Packages & Pricing
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Pro
The Pro plan is designed to secure and archive your emails, teams and includes advanced features such as: Email Encryption, Data Loss Prevention and Advanced eDiscovery. The Pro plan includes:
Email Archiving
Teams Archiving
Email Encryption
Data Loss Prevention
Advanced eDiscovery
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Premier
The premier plan is designed to go above and beyond. It additionally includes archiving your text messages, website and social media. The Premier plan also includes:
Text Archiving
Social Media Archiving
Website Archiving
How It Works
1
Start You Free Trial
Start a free 14 day trial. You get full access so you can see for yourself why so many RIAs are switching to us. No credit card is required.
2
See It In Action
See your new archiving solution in action and see how easy it is to use. If you like it keep it and pay for it. If you don't, you don't pay anything.
3
Meet Your Archiving Goals
Preserve and monitor communications for compliance, risk mitigation and business insights. Stay compliant, protected and productive.
Meeting all of your archiving requirements can be hard
Stop wasting your hard earned money on expenisve and complex archiving solutions that aren't designed for small or mid-sized RIAs. Their technology and their customer support is geared towards larger financial institutions with thousands of employees. They are not thinking about an RIA like yours with 5 or 25 employees.
We've worked with hundreds of RIAs over the years and we know this is a significant pain point. You don't want multiple 3rd party solutions. You don't want something that is complex and very expensive. You want all of your archiving to be in one place that is secure, compliant and is easy to use. We love working with small and midsized RIAs just like yours.