Designed to help you meet recordkeeping, supervision, and e-discovery requirements, email archiving from Smarsh allows you to recall, review, and report on e-communications. To reduce false-positive search results, customizable policies capture keywords and phrases during ingestion and indexing. Increase your efficiency and reduce the burden on your team with Smarsh.
“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