Industries
Backup and recovery for RIAs and financial advisors
Restore testing and recovery assurance for registered investment advisers and financial planners: protect portfolio, CRM, and books-and-records systems, and hold dated evidence a custodian or examiner can accept.
The gaps that show up in firms like yours
- Email and message archives retained, but never restored to check they open
- A cloud CRM assumed to be backed up by the vendor, with no export you control
- Portfolio or planning software recovered as files, without the application that reads them
- No dated evidence to answer a custodian's or examiner's records request