AdvisorMail meets all regulatory requirements from SEC, NASD, NYSE, SOX, HIPAA and GLB for proper handling of email and IM communications.
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Email archiving
and compliance is one of the most important communication issues facing companies today. First built in
2001, AdvisorMail has proven experience in managing the stringent email and instant message compliance regulations for
firms in financial services and has passed more than 1,000 successful audits, with NO client receiving any type of fine!
AdvisorMail has broadened its offering to manage electronic compliance requirements for public and
private companies (under the Sarbanes-Oxley Act),
healthcare communications (HIPAA), and financial
institutions (as defined by the
Gramm-Leach-Bliley Act)
– in addition to the requirements as set
forth by the SEC, NASD, and NYSE.
AdvisorMail's robust scalability can provide compliance and storage solutions that fit your needs regardless of your firm’s message volume.
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AdvisorMail is Email Compliance Made Easy ™ |
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AdvisorMail
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Designed for organizations with 15 or more email addresses, AdvisorMail makes email storage and email security easy to
manage. Currently in use at 50% of the nation’s leading, independent broker-dealers.
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AdvisorMail Lite
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All the functionality and ease of AdvisorMail, but effectively priced to meet the needs of firms with 15 or fewer email addresses.
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AdvisorMail HF
| Built especially for busy hedge fund firms, meeting all specific SEC compliance requirements. |
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AdvisorMail SOX NEW!
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All public firms, as well as private firms that may one day go public, must adhere to electronic compliance regulations
as set forth by the Sarbanes-Oxley Act. AdvisorMail SOX can automate email archiving and email management for your firm.
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AdvisorMail HIPAA NEW!
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Developed with encryption features specifically for organizations that transmit and maintain electronic healthcare records
and, therefore, must abide by HIPAA compliance regulations.
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AdvisorMail GLB NEW!
The Gramm-Leach-Bliley (GLB) Act, also known as the Financial Modernization Act, includes provisions to protect consumers’
financial data. Let AdvisorMail GLB manage your electronic messages to comply with these information-sharing requirements.
We can customize a solution for your organization’s needs. Contact us today!
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