Expand your range of archived content with files shared through collaboration tools. Documents, links, and other information is automatically archived, indexed, and stored in a search-ready state for easy supervision, review, and reproduction. Built-in policies, and case assessment and reporting tools help you stay prepared for e-discovery, litigation, and audits.
“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