For instance, AdvisorVault has built in connectors to G Suite and Office 365 to automatically capture all data on these Cloud systems to transfer it over to our 17a-4 compliant platform to retain this data for 7 years in its original format. In addition, AdvisorVault makes this cloud data available for retrieval by customers at anytime if they are audited and asked for an electronic records request. Also, this achieves the ongoing supervision of cloud electronic records and emails as required by 17a-4 and FINRA audits. The AdvisorVault Cloud Connect can be setup in minutes to give FINRA firms and instant compliant option for all cloud data.
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