Maintain a comprehensive history of changes to your website. Web archiving instantly captures revisions, documents, links to third-party content, and interactive features—without losing their context or functionality. Website content is policy-checked and indexed when archived and reliably retained in its original form where it can be easily accessed for e-discovery, and ad-hoc searches.
“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