![]() ![]() ![]() Help your customers achieve their goals and increase agility by accelerating their move to the cloud and giving their employees a. Our turn-key solution archives, retains, and provides supervision of electronic records stored in-house or in the cloud. Provide comprehensive, secure solutions to your customers and prospects with Citrix VDI and DaaS, Citrix Application Delivery and Security, and Citrix digital workspace solutions. Their unique Consolidated 365 Service ® includes everything they need to be compliant, right from the get-go.ĪdvisorVault is the only FINRA D3P giving small firms everything they need to meet rule 17a-4. Colchester Land Rover Salary: £30,000 basic + £4,800. We are excited to partner with AdvisorVault," says Patrick Lonz, President of Compliant Workspace.Ĭompliant Workspace is a leading Microsoft 365 provider giving firms a streamlined option to get onto the Microsoft Cloud. Join to apply for the Service Advisor role at Lookers plc Email Password (8+ characters) You may also apply directly on company website. " We designed Compliant Workspace specifically for companies needing a higher level of security and protection in the cloud our Consolidated 365 Service has built-in features making FINRA firms immediately 17a-4 compliant when they migrate their office to Microsoft 365 with us. Acting as a trusted advisor, an extension of their team, a trainer, a partner or in a capacity to proactively monitor and manage their networks, we are. So a special kind of D3P cloud provider is required one that understands the unique compliance demands of firms such as broker-dealers. While it is a remarkable piece of technology, by default most cloud services are not 17a-4 compliant and won't be able to provide the FINRA letters that your firm will need. Launch apps, automate tasks, configure complex layouts, search, context share, send and receive notifications and discover new apps. Microsoft 365 makes sense for FINRA firms, especially for smaller firms since it is a complete platform that gives employees everything needed to do their jobs. A unified workspace built for productivity Delight users and accelerate time-to-value with a workspace that does it all. ![]() Compliant Workspace is a perfect fit for them with its fully secured, fully protected solution out-of-the-box - AdvisorVault is happy to partner with them. They also need to meet FINRA's cybersecurity requirements. Today, many FINRA firms want to move their operations to the Microsoft 365 Cloud but are worried how compliant they will be, specifically with rule 17a-4 and its email and data retention demands. AdvisorVault, the experts in 17a-4 data archiving, partners with Compliant Workspace to help FINRA firms get on Microsoft 365. ![]()
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