Testimonials

“The way AdvisorVault approaches data backup and archiving, we replaced our current backup solution fully with them to recover servers from failure”

George LoukinInfrastructure ManagerAutonomous Research

“As soon as we received FINRA approval of our BD registration, we launched AdvisorVault, they told us exactly how we should move forward with our data archiving to meet the D3P requirements

Kevin SmithPresidentSeedchange Execution Services Inc.

AdvisorVault made it very easy for us to implement a compliant backup and archiving solution to archive electronic records on our PCs and on the server at head office.”

Joshua SandsCompliance officer at Core Wealth Planning

“I’m pleased so far with how helpful and insightful they have been to work with and our firm made a good decision to switch our backup functions, email SPAM and archiving to AdvisorVault”

Arthur C. Everly Executive Vice PresidentWealth Management Resources, Inc.

AdvisorVault made it really simple to archive all our data. They even connected into our cloud provider and made sure this was 17a-4 compliant”

Loren HegerVice President and General CounselThe Applied Group

AdvisorVault was simple! They even helped us with the FINRA 17a-4 attestation letters; we immediately scraped whatever we’ve backed up so far with our other provider and started with them”

Michael J. DuganChief Financial OfficerDriveWealth, LLC

“Once we took a close look at AdvisorVault, we immediately engaged them for our data and email archiving. Additionally, they hosted a full Exchange email solution for records retention and supervision”

Lindsay Wall Managing Director & PartnerLonghouse Capital Advisors

AdvisorVault was at the top of the list when we looked at our entire disaster recovery/compliance/archiving/anti-spam platform and vendors…we eventually consolidated everything with them”

Bennett Cole PresidentFalconBridge Capital Markets, LLC

AdvisorVault rocks

Jacob KimManaging DirectorBRIDGEROCK SECURITIES, LLC

 

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