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File Retention and Archiving Solutions for RIAs

Helping RIAs easily meet their retention and archiving compliance requirements
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Compliant file retention and archiving solutions for your RIA

How you store and archive business files impacts your productivity and ability to achieve and prove compliance. Without effective file retention and archiving it can be a time-consuming process for accessing files when you need them. Rather than organizing and archiving your files manually, why not collaborate with RIA WorkSpace to establish a fast, dependable, and-easy to-use file retention and archiving system? Our services include secure storage of your files, high accessibility, and easy compliance with applicable industry regulations. By implementing our tailored retention and archiving solution, your team can devote less time to filing and searching and instead concentrate on meeting your clients’ needs and growing your business.
Rather than organizing and archiving your files manually, why not collaborate with RIA WorkSpace to establish a fast, dependable, and-easy to-use file retention and archiving system? Our services guarantee secure storage of your files, high accessibility, and easy compliance with applicable industry regulations. By implementing our tailored retention and archiving solution, your team can devote less time to filing and searching and instead concentrate on meeting your clients’ needs and growing your business.
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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:

  • Meet stringent industry compliance requirements
  • Set custom rules for how long to retain specific types of files and data
  • Leverage automation to simplify and improve reliability of your retention practices
  • Boost security without compromising file accessibility
  • Improve team productivity

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.
Smarsh and Global Relay are both notorious for being too complex and unfriendly to nontechnical users. RIA WorkSpace’s file retention and archiving solution is powered by Microsoft, ensuring depth of technical support and operational efficiency, plus a huge global community of users that can help make file retention and archiving even simpler for all of your RIAs.

RIA WorkSpace’s file retention and archiving partners:

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img logo Microsoft 365

Achieve easy compliance with efficient file retention and archiving

We’ll ensure that all your files are stored safely and securely without affecting access

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CONTACT INFO
RIA WorkSpace
  • 8770 W Bryn Mawr Ave
    Suite 1300
    Chicago, IL 60631
  • Toll Free: (855) 752-5212
  • Fax: 877-415-0059
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