NEW YORK, Sept. 29, 2025 /PRNewswire/ – AdvisorVault has available on their site a new video explaining the features of their 17a-4 Managed 365 Service
Finding firms often had a mix of technology (half in-house & half in the cloud), AdvisorVault created the 17a-4 Managed 365 Service. The goal: help close gaps in firms’ electronic records retention & supervision – meeting rule 17a-4 by getting firms properly on Microsoft 365.
We created the 17a-4 Managed 365 Service because FINRA firms often had a mix of outdated technology: end-of-life servers, data scattered all over the place, a mess with their Microsoft subscription already: they needed a better Cloud Provider (one who understood their unique demands).
Ultimately though, the reason firms need a managed 365 service is to properly get on the Microsoft Cloud, and at the same time consolidate their records to simplify compliance & reduce IT costs.
Now available to watch: a 2-minute video explaining the features of our unique service, designed just for small firms, getting them compliant on the cloud.
Click Watch our 2-minute Video of the 17a-4 Managed 365 Service, or check out more of our resources from our site on 17a-4 Compliance:
AdvisorVault Contact:
Allan Lonz
, President
www.advisorvault.com
[email protected]
Toll free: 1-866-732-1407
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SOURCE AdvisorVault
