NEW YORK - s4story -- 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"We created the 17a-4 Managed 365 Service because FINRA firms often had a mix of outdated technology: end-of-life servers, data scattered all over the place, a real mess with their Microsoft subscription already," said Allan Lonz, President of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 S For Story

• Tru by Hilton Columbia South Opens to Guests
• Christy Sports donates $56K in new gear to SOS Outreach to help kids hit the slopes
• "BigPirate" Sets Sail: A New Narrative-Driven Social Casino Adventure
• Phinge CEO Ranked #1 Globally by Crunchbase for the Last Week, Will Be in Las Vegas Jan. 4-9, the Week of CES to Discuss Netverse & IPO Coming in 2026
• Wordeee Presents Three Bird Song: A Lyrical Modern Folktale Inspired by Ghanaian Storytelling

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