Advisor Designs Websites
Financial Advisor Compliance Tools

Website Archiving

WEBLog compliance site backup

Easy and effective, WEBLock preserves an archive of your entire website in two versions, PDF for compliance and HTML for content restoration. Files are compressed, dated and stored safely behind 256-bit SSL security encryption. Just login to your secure area and retrieve your archive as necessary. WEBLock is easy, paperless and automatic.

256-bit SSL secure Compliance Vault 256-bit SSL security encryption protects your important data.

Pricing
As low as $75/backup
easy and effective advisor web tools
compliance email archiver

Email Archiving

Compliance Email Archiving

PolicyBridge™ archives all your email for 7 years and is generously coupled with Microsoft Exchange Server email hosting. Never worry about digital communications compliance or email synchronization between your computer(s) and Webmail again. IM Archiving and BES hosting for Blackberry devices make a complete compliance solution.

  • Compliant with SEC 17a-3 and 17a-4, NASD 3010/3110
  • Third Party Vendor Letter of Resolution for FINRA
  • Archives are in WORM (Write Once, Read Many) class media
  • Audits, lost data retrieval, and data mining are made easy with the archive and its associated capabilities
  • Quickly searches and retrieves email messages and attachments
  • Fully hosted using Microsoft Exchange Server (MES)
Pricing
Set-up: $280
Annual Fee: $225/user/year
Have questions? Call us at (360) 350-1150



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