File Retention and Archiving Solutions for RIAs
Compliant file retention and archiving solutions for your RIA
Simplify your workloads with RIA WorkSpace’s file
retention and archiving solution
With a tailored file retention and archiving solution from RIA WorkSpace, you’ll be able to:
Frequently Asked Questions
File retention and archiving tools and features are already part of your Microsoft subscription, as well as RIA WorkSpace’s managed services packages. We'll set it up and configure it for you so you can enjoy file retention and archiving with no additional cost.
No, it won’t. Your team will still be able to manage and organize their data the same way they usually do.
With RIA WorkSpace’s email archiving solution, accessing archived emails is a breeze. You won’t need to navigate a maze of pages and toolbars to find the email you need. You can simply type in the search bar the keyword or phrase you’re looking for, and the system will automatically pull up all relevant emails.
Yes, it is. Our file retention and archiving solution is designed to meet the rigorous compliance standards of SEC Rule 17a-4(f). Your file retention and archiving system will also receive software updates to address any changes or updates to the SEC archiving standard.
RIA WorkSpace’s file retention and archiving partners:
Achieve easy compliance with efficient file retention and archiving
We’ll ensure that all your files are stored safely and securely without affecting access