“Compliance isn't just a legal issue. Protecting your client's privacy is an opportunity to reinforce your brand image.”

– Brenda Shaffstall

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Email Archiving

Website Archiving

WEBLog compliance site backup

WEBLock preserves an archive of your entire website in two versions, PDF for compliance and HTML for content restoration. Files are dated and compressed for easy storage and retrieval. WEBLock data restoration is easy and fast.

Compliant
Secure
Paperless

Pricing
As low as $75/backup
Compliance Email Archiving

AdvisorE-mail™ is your compliant digital communication solution. Microsoft Exchange Server hosted. Easy to use – synchs your messages, contacts and calendar.

SEC/FINRA Compliant WORM class archiving
Audits, data retrival and data mining made easy
Microsoft Exchange Server hosted

Pricing
Set-up: $280
Annual Fee: $225/user/year