NEW YORK, Sept. 29, 2025 - 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We created the 17a-4 Managed 365 Service because FINRA firms often had a mix of outdated technology: end-of-life servers, data scattered all over the place, a mess with their Microsoft subscription already: they needed a better Cloud Provider (one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
This News is brought to you by Qube Mark, your trusted source for the latest updates and insights in marketing technology. Stay tuned for more groundbreaking innovations in the world of technology.
