Podcast: What’s the best email archiving solution for your RIA?

Whats the best email archiving solution for your RIA

Until recently, most RIAs had limited options for email archiving.  They choose between Smarsh and Global Relay.  However, Microsoft has emerged as a world-class player in this space – plus their email archiving features are part of the Microsoft subscription you’re already paying for.  In this podcast we discuss the Microsoft option and why Gartner has named it’s email archiving tools as a leader in their 2022 Magic Quadrant for Enterprise Information Archiving


Tune in to learn more about the Microsoft option for email archiving at your RIA.

  • If your RIA is using Microsoft, you’re already paying for the email archiving features
  • Microsoft’s email archiving is SEC compliant and helps you meet your requirements
  • Gartner has named Microsoft as a leader alongside Smarsh and Global Relay for email archiving
More information about email archiving for your RIA
If you’re looking for more information on email archiving, we have these blogs that you might find helpful.

Staying SEC-compliant with Microsoft’s email archiving

SEC compliance is a critical aspect of any RIA practice in the United States. Failing to adhere to these rules can result in fines or ...
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Smarsh vs. Global Relay vs. Microsoft: Which is the superior eDiscovery solution?

There are a number of eDiscovery solutions that come with robust search and filtering capabilities, but the most commonly used by financial services firms are ...
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Email archiving at your RIA is about more than just compliance

A lot of RIAs look for an email archiving solution to meet their compliance requirements. But the right solution will also help you deliver better ...
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Smarsh vs. Global Relay vs. Microsoft: What should your RIA use for email archiving?

Email archiving is a critical part of compliance for registered investment advisors (RIAs) and financial advisors like you. For one, the Securities and Exchange Commission ...
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Need help with your email archiving? We can help you assess your email archiving needs and get you set up to work seamlessly and meet your IT compliance requirements. Get in touch today with your questions !