Managing and preserving sensitive client data is one of the biggest challenges faced by financial advisors. Every interaction, report, and disclosure must be recorded and stored securely for years in ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
With new regulations for document storage and retrieval, industries such as healthcare and banking are turning to document management solutions for help. Integrated Solutions, November 2002 Written by ...
The Autonomy Group includes: ZANTAZ, the leader in the archiving, e-Discovery and Proactive Information Risk Management (IRM) markets; Cardiff , a leading provider of Intelligent Document solutions; ...
In December Mimosa released the NearPoint Retention and Classification Option. In January, they introduced the "Move to Mimosa" Legacy Migration Program. What is new for Mimosa Nearpoint in March you ...
Document management plays a huge role in keeping information organized, available, and accessible. It is essential to the smooth operation of teams, enabling them to retrieve information quickly, ...
Sonasoft Corp. recently announced the availability of its email archiving solution for Microsoft Exchange server. The new offering is an affordable and easy to use solution specifically designed for ...
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