Blogs

Every RIA examiner request starts the same way: produce the emails. Choosing between Smarsh, Global Relay, and Microsoft for compliance email archiving comes down to how much retrieval, supervision, and eDiscovery work you want your archive to handle on its own versus how much your compliance team will manage manually.

Choosing between Citrix ShareFile and Microsoft SharePoint is not just an IT decision. For an RIA, it touches client trust, regulatory exposure, and how your team actually gets work done every day.