Pricing

Pricing

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Simple Pricing

Choose a plan that suits your advisory practice

Pro

$35 Per Employee Per Month

The Pro plan is designed to archive your Microsoft Email, Teams and includes advanced features such as: Email Encryption, Data Loss Prevention, and Advanced eDiscovery. The Pro plan includes:

  • Effortless Microsoft Email and Teams Archiving

  • Advanced Email Encryption that is easy to use

  • Security measure that help prevent unauthorized sharing, transfer, or use of sensitive emails

  • Comprehensive suite of tools to assist organizations in managing legal, regulatory, and investigative matters

Premier

$45 Per Employee Per Month

The Premier plan goes above and beyond. The Premier plan includes everything in the Pro plan and additionally includes:

  • Capture and Secure Text/SMS Communications

  • Preserve Your Digital Footprint with Website and Social Media Archiving

  • Preserve Your Digital Footprint with Website and Social Media Archiving

 FAQs

 

  • We understand that each financial advisory practice is unique and requires specific features to support its operations. Look at the features listed above to see what's included in the different plans to support your needs. If you need help in choosing the right plan for you, reach out to us to discuss on the phone or in a demo.

  • Migrating your data to RIA Vault simple, fast, and free! We help you get up and running with ease. We have a team and the tools to make your switch simple and easy. It’s a secure and systematized process that includes an assigned specialist who is there every step of the way.

  • All your data will be saved in your private Microsoft Tenant. This meets the SOC 2, Type 2-certification and the highest standards of security to ensure that your data is safe. Bank-level security and 256-bit encryption is used to safeguard data and there's a range of extra security features, like session time-out, and multi-factor authentication.

  • Yes. You can make changes to your plan at any time. Simply go to the billing section and make those changes.

  • All the additional FAQs will go here