michael.pendergrass
Acronym
RIA Compliance Technology
Product ID
Simple_Email_Archiving
Description

Simple Email Archiving, Review and Documentation solution for RIAs

Images
Image
RIA_SEA1
Details
  • Our simple email archiving solution is easy to navigate, fast to use and makes it easy to document your reviews, your keywords and flags emails that need to be followed up on with your team.
Features

Simple Email Archiving, Review and Documentation solution for RIAs:

  • Simple web interface for review and documentation
  • Easy setup with reasonable prices and termination fees
  • SEC RULE 17a-4(f) Compliant (WORM Storage)
     
Vendors
RIA Compliance Technology
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Compliance
Practice Management
Ad Hoc Tags
DoubleClick Tags

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