Email Monitoring and Compliance
RIA are required to monitor, protect and archive emails.
As a registered investment advisor, you have the responsibility to maintain books and records and maintain the privacy of your clients' information. As we have become dependent on email for our daily communications, you must a solution that meets your business needs and the regulatory requirements.
AdvisorAssist can assist with selecting and implementing the best solution to meet the needs of your firm. From Blackberry or iPhone synchronization, to archiving, to CRM system integration, AdvisorAssist's technology professionals can help you select and implement a solution that meets your budget, requirements and plans for growth.
To learn more about our experience with selecting, implementing and integrating with Email systems, please complete the adjacent form or contact us at 866-513-4042.
Request Information
For more information and pricing, please complete the form below or call us at 866-513-4042.