Office 365 allows users to access all the familiar creation, collaboration and productivity applications of Microsoft® Office from virtually anywhere through the cloud. While Office 365 offers some archiving, security and encryption capabilities, they are limited and may not meet stringent FINRA or SEC regulatory compliance requirements.
Comprehensive archiving for your Office 365 environment
Fully integrate envelope journaling, secured transport via TLS encryption, and robust functionality in Office 365—including Outlook, Yammer, Lync and Skype for Business —without managing on-premise software or hardware. All metadata and recipient data is captured, including BCC and distribution group recipients. Data-loss prevention (DLP) and email encryption policies can also be applied to manage sensitive data in business-critical communications.
“I run a lean, client-focused organization, so I rely on technology. We have a one-person compliance department, and I wanted a solution that would limit her time spent on supervision to no more than an hour each week. Smarsh offered us a tool that made a vast field of data easily searchable.”
Heron Financial Group | Wealth Advisors, a New York-based registered investment advisory firm (RIA), caters to client families with $1–10 million in investable assets. Heron doubled assets over the last two years by effectively utilizing social media including LinkedIn, Facebook, Twitter and YouTube to enhance a targeted marketing effort.
- David Edwards, Founder and President, Heron Financial