Trending...
- Words of Veterans & Veterans Growing America Collaboration
- Crowdfunding Campaign Tips Off for 'NAWFSIDE' Short Film Highlighting Pressure in Youth Sports
- 'Wild Hermit Wellness' Has Achieved Bestseller Status in Just 2 Months Since Launch Of Organic Skincare Line
AdvisorVault has available on their site a new video explaining the features of their 17a-4 Managed 365 Service
NEW YORK - PrAtlas -- 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 while 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"We created the 17a-4 Managed 365 Service because FINRA firms often had a mix of outdated technology: end-of-life servers, data scattered all over the place, a real mess with their Microsoft subscription already," said Allan Lonz, President of AdvisorVault. "But ultimately FINRA firms needed a better Cloud Provider (one who understood their unique demands). The problem I saw was firms weren't properly managed on the Microsoft Cloud, and at the same time needed to consoli date their records on the cloud, simplify compliance while reduce IT costs," Lonz added.
More on PrAtlas
Now available: a 2-minute video explaining the features of AdvisorVault's unique service, designed just for small firms, getting them 17a-4 compliant on Microsoft 365. Click link below:
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
alonz@advisorvault.com
Toll free: 1-866-732-1407
"We created the 17a-4 Managed 365 Service because FINRA firms often had a mix of outdated technology: end-of-life servers, data scattered all over the place, a real mess with their Microsoft subscription already," said Allan Lonz, President of AdvisorVault. "But ultimately FINRA firms needed a better Cloud Provider (one who understood their unique demands). The problem I saw was firms weren't properly managed on the Microsoft Cloud, and at the same time needed to consoli date their records on the cloud, simplify compliance while reduce IT costs," Lonz added.
More on PrAtlas
- Preston Dermatology & Skin Surgery Center and Dr. Sheel Desai Solomon Dominate Raleigh's Best Awards from The News & Observer
- $73.6 Million Multi-Year Backlog and Florida State Term Contract Drive Momentum for AI-Cybersecurity Pioneer: Cycurion, Inc. (N A S D A Q: CYCU) $CYCU
- Year-Round Deals for Customers With Square Signs
- SecurePII Raises US$3.5M (A$5M) to Unlock AI and Compliance for Voice Data and Expands Global Presence
- Peter Coe Verbica Stands with Rural Families and Horse Owners: "Keep Horses Classified as Livestock"
Now available: a 2-minute video explaining the features of AdvisorVault's unique service, designed just for small firms, getting them 17a-4 compliant on Microsoft 365. Click link below:
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
alonz@advisorvault.com
Toll free: 1-866-732-1407
Source: AdvisorVault
0 Comments
Latest on PrAtlas
- Dr. Johnny Shanks Attends Full Arch Growth Conference 2025
- Offline Asset Protection: NJTRX Implements 98 Percent Cold Storage as Industry Faces 2 Billion USD Losses
- Thousands of Smiles, Millions of Logo Views: RoarFun Brings Emotions Into Premium Retail Spaces with Formula Simulator for Immersive Brand Activation
- Qvarz LLC Expands Global Reach with High-Precision Quartz Cuvettes and Optical Components
- $300 Million Web3 Initiative and ZIGChain Partnership Power $20 Target in Noble Capital Markets Report for SEGG Media (N A S D A Q: SEGG)
- Assent Recognizes Manufacturers for Leading Supply Chain Sustainability Programs
- Arc Longevity Sells Out Debut Women's Creatine Gummy
- New Research Reveals Mild Cold—Not Extreme Cold—Delivers Real Health Benefits of Cold Therapy
- Phinge, Home of Netverse, Through its Extensive Software & Hardware Patent Portfolio, Shows Founder & CEO Robert DeMaio's Vision & Innovation
- OddsTrader Reveals Early Favorites and Best Bets to Win March Madness 2026
- Bookmakers Review Releases 2028 Democratic Nominee Betting Odds: Newsom Leads Early Field
- Heritage at South Brunswick's Townhome Models Coming Soon!
- PatientNow Acquires Recura, the AI Growth Engine Powering Practice Growth
- Boston Industrial Solutions Unveils New and Improved Natron® UV Screen Printing Ink
- Genuine Smiles Unveils New User-Friendly Website
- Nusign Global Launch Event Concludes Successfully, Embarking on a New International Chapter
- Lift Solutions Holdings Announces Exclusive Distributorship for Advanced Camera and Sensor Products from Automate Matrix
- Political Division and Safety Concerns Drive Record Number of Americans to Seek "Golden Visas," La Vida Survey Finds
- The Citizens Commission on Human Rights of Florida Celebrates Volunteers and Community Partners at the 9th Annual Humanitarian Awards Banquet
- J French's #1 Album "I Don't Believe in Bad Days" Enters the Grammy Conversation

