Features For The Modern Financial Advisor
Microsoft Email and Teams Archiving
Effortless Microsoft Email and Teams Archiving.
Simplify the process of archiving your Microsoft email communications and Teams messages. Seamlessly integrate your Microsoft accounts to automatically capture and securely store your email and chat conversations. Ensure regulatory compliance and have a complete record of your communication history, all within our user-friendly platform.
Email Encryption and Data Loss Prevention
Advanced Email Email Encryption and Data Loss Prevention.
Your client's data security is paramount. We offer advanced email encryption and data loss prevention features to safeguard sensitive information. Rest easy knowing that your archived emails are protected from unauthorized access, while also preventing accidental data loss, ensuring both your and your clients' peace of mind.
File Archiving
Comprehensive File Archiving for Secure Data Management
In addition to communication, we provide robust file archiving capabilities. Store and manage important documents, reports, and attachments in a secure and organized manner. Easily retrieve files whenever you need them, making your document management process efficient and streamlined.