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AdvisorMail offers an email monitoring service where all emails and IMs are captured and stored in a tamper-proof, online
repository. Monitoring features are customizable so you can manage electronic messages in the best way for
your organization.
In addition, AdvisorMail is the only compliance solution featuring a lexicon developed through the National Regulatory
Services (NRS) to automatically screen emails and instant messages. With AdvisorMail and the eAuditor+ Lexicon in place,
rest assured that your firm's electronic messages can be searched for over 1,000 potentially problematic words or phrases
to help identify and isolate non-compliant communications.
Flexible Email and IM Monitoring
- Electronic auditing of all inbound, outbound and internal email communications, with ability to fully open and view email
attachments
- Electronically trap suspicious emails and IMs with non-compliant language and flag them for auditor review
- Quickly approve, reject, reassign or attach notes to any email
- Capture, monitor and store all IM chat transcripts in a secure centralized location for later retrieval
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View Email Features
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