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AdvisorVault

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AdvisorVault's 17a-4 Direct Cloud Plug-in is Elegant, Small FINRA Firms Are Saying

“We chose AdvisorVault to archive our Dropbox for 17a-4 retention because they have an elegant direct connector with their cloud archiving plug-in. With it, we are able to simply select certain folders to archive for compliance. Using Dropbox in conjunction…

Perth Advisors chooses AdvisorVault for SEC 17a-4 backup of their cloud data

Small FINRA firms like Perth Advisors use the cloud to store data and email which saves them money they would otherwise spend on hardware or software. The combination of Dropbox for data storage and Gmail for email is perfect for…

AdvisorVault Chosen by Perth Advisors for SEC 17a-4 Backup of Cloud Data

Small FINRA firms like Perth Advisors use the cloud to store data and email which saves them money they would otherwise spend on hardware or software. The combination of Dropbox for data storage and Gmail for email is perfect for…

Worth Financial Group in Dallas, TX Chooses AdvisorVault to Make Their Cloud Storage 17a-4 Compliant

"Small firms such as Worth Financial surely want to take advantage of cloud storage. It's a great way to store and share electronic records, but by default it's not 17a-4 compliant. The reason is, cloud services do not store data…

AdvisorVault Adds New Features to Its 17a-4 Data Archiving Software

By Allan Lonz, President www.advisorvault.orgSEC Rule 17a-4 and Small FINRA FirmsArchiving data for SEC rule 17a-4 has become a thorn in the side of FINRA firms - of all sizes. But it's especially painful for small firms, such as Broker-Dealers…

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