Agency / Source: AdvisorVault

Check Ads Availability|e-mail Article

Are you the owner of this article?, Turn it PREMIUM with your LOGO instead - and make it 3rd party Ads-Free! within the next hour!

AdvisorVault Adds Office 365 to its Consolidated 17a-4 D3P Service - AdvisorVault is now a certified Microsoft partner able to host Microsoft 365 apps for its customers and give them a Compliant WorkSpace in the cloud, By Allan Lonz, AdvisorVault.org
AdvisorVault Adds Office 365 to its Consolidated 17a-4 D3P Service

 

PRZOOM - /newswire/ - Toronto, Ontario, Canada, 2021/09/20 - AdvisorVault is now a certified Microsoft partner able to host Microsoft 365 apps for its customers and give them a Compliant WorkSpace in the cloud, By Allan Lonz, AdvisorVault.org.

   
 
Your Banner Ad Here instead - Showing along with ALL Articles covering Financial / Legal / Venture Announcements

Replace these Affiliate Programs at ANYTIME! Your banner here within the next hour. Learn How!


 

For most small FINRA firms, technology has become a big mess. Stuck with an outdated email system that surely isn’t being archived as per 17a-4, they end up with data all over the place: on laptops, in the cloud and some saved on a server under the sink in the office kitchen. Also, trying to collaborate with everybody is a nightmare most the time and let’s not even mention security, viruses, or data protection.

This hodgepodge has turned into a dog’s breakfast, but for FINRA firms, the dog is a regulator who comes in and bites the compliance officer in the ass.

However, it’s important that firms understand that the Microsoft cloud, by default is not 17a-4 compliant. For example, out-of-the-box users can simply delete emails or data at any time, also records aren’t retained by Microsoft to meet the archiving demands of FINRA, security must be added, while connectors to other systems for archiving of third-party data such as social media must be properly configured by the D3P.
Compliant WorkSpace Designed for FINRA firms.

That’s why AdvisorVault has become a certified Microsoft Partner so now banks, broker dealers, hedge funds, investment advisors and private equity firms have a cloud option since all Office 365 apps are hosted through AdvisorVault, then archived to achieve the demands of SEC rule 17a-4. This includes Exchange Email, Sharepoint, OneDrive and Teams with connectors for LinkedIn company pages, Twitter, Facebook, Instant Bloomberg, Bloomberg Message, Salesforce, Slack and Zoom.

Also, Since AdvisorVault is the only certified Microsoft cloud partner with the 17a-4 Designated Third Party (D3P) certification, the Compliant WorkSpace includes the D3P service and the two 17a-4 third party notification letters.

The addition of the Compliant WorkSpace to AdvisorVault’s consolidated D3P service is great news for small FINRA firms. They now have an option to put all their technology on the Microsoft cloud. By hosting their email, data, security, archiving and e-Discovery with AdvisorVault, for one monthly fee, firms have total piece of mind now that data compliance is finally out of the doghouse.

About AdvisorVault

AdvisorVault (advisorvault.org) is the only provider that helps small firms achieve today’s stringent data compliance requirements surrounding electronic records archiving and supervision. With our FINRA designated third-party status (D3P) we help our customers achieve 17a-4. For one flat monthly fee the service includes everything needed to ensure today’s audits are successfully passed. Complete piece of mind, out-of-the-box

 
 
Your Banner Ad Here instead - Showing along with ALL Articles covering Financial / Legal / Venture Announcements

Replace these Affiliate Programs at ANYTIME! Your banner here within the next hour. Learn How!


 

Agency / Source: AdvisorVault

 
 

PREMIUM Article / Social Media:

 
 

Availability: All Regions (Including Int'l)

 

Traffic Booster: [/] Quick PRZOOM - Press & Newswire Visibility Checker

 

Distribution / Indexing: [+]

 
 
# # #
 
 
  Your Banner Ad showing on ALL
Financial / Legal / Venture articles,
CATCH Visitors via Your Competitors Announcements!


AdvisorVault Adds Office 365 to its Consolidated 17a-4 D3P Service

Company website links NOT available to basic submissions
It is OK to republish and/or LINK any newswire for any legitimate media purpose as long as you name PRZOOM - Press & Newswire and LINK as the source.
 
  For more information, please visit:
Is this your article? Activate ALL web links by Upgrading to Press Release PREMIUM Plan Now!
|
Contact: Allan Lonz - AdvisorVault.org 
416-985-0310 alonz[.]advisorvault.org
 
PRZOOM / PRTODAY - Newswire Today disclaims any content contained in this article. If you need/wish to contact the company who published the current release, you will need to contact them - NOT us. Issuers of articles are solely responsible for the accuracy of their content. Our complete disclaimer appears here.
IMPORTANT INFORMATION: Issuance, publication or distribution of this press release in certain jurisdictions could be subject to restrictions. The recipient of this press release is responsible for using this press release and the information herein in accordance with the applicable rules and regulations in the particular jurisdiction. This press release does not constitute an offer or an offering to acquire or subscribe for any AdvisorVault securities in any jurisdiction including any other companies listed or named in this release.

Financial / Legal / Venture via RSSAdd NewswireToday - PRZOOM Headline News to FeedBurner
Find who RetweetFollow @NewswireTODAY

Are you the owner of this article?, Turn it PREMIUM with your LOGO instead - and make it 3rd party Ads-Free! within the next hour!


Read Latest Press Releases From AdvisorVault / Company Profile


Read Financial / Legal / Venture Most Recent Related Press Releases:

AdvisorVault Adds Office 365 to its Consolidated 17a-4 D3P Service
AdvisorVault - Six Features A D3P Needs to Make the Cloud 17a-4 Compliant
AdvisorVault Introduces Direct Connector with its Cloud Archiving Plug-In
AdvisorVault Automates 17a-4 Archiving for Small FINRA Firms
AdvisorVault Simplifies 17a-4 Data Archiving for Small FINRA Firms
AdvisorVault Introduces New Features to its 17a-4 D3P Service
AdvisorVault Chosen by Perth Advisors for SEC 17a-4 Backup of Cloud Data
AdvisorVault Adds Compliance to the Cloud
AdvisorVault Protects Data for Small Financial Firms
AdvisorVault Act as Designated Third Party for Financial Firms

Boost Your Social Network
& Crowdfunding Campaigns


LIFETIME SOCIAL MEDIA WALL
 
NewswireToday Celebrates 10 Years in Business
.



PREMIUM Members


Visit  JobsWare.com

Visit  Mokuyobi

Visit  The Franchise Group







 
  ©2021 PRZOOM - Limelon Advertising, Co.
Home | About PRZOOM | Advertise/Pricing | Contact | Investors | Privacy/TOS | Sitemap | FRANCAIS
newswire, PR press releases distribution service magazines engine news alert newsroom press room breaking news public relations articles company news alerts newswiredistribution ezine bizentrepreneur biznewstoday digital business report market search pr firms agencies reports distri-bution today investor relation successful internet entrepreneur newswire distribution prtoday.com freenewswiredistribution asianewstoday bizwiretoday USA pr UK today