Financial News
AdvisorVault Releases New Explainer Video on their 17a-4 Managed 365 Service
October 02, 2025 at 20:09 PM EDT
NEW YORK - Oct. 2, 2025 - PRLog -- 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"We created the 17a-4 Managed 365 Service because FINRA firms often had a mix of outdated technology: end-of-life servers, data scattered all over the place, a real mess with their Microsoft subscription already," said Allan Lonz, President of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.
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
Photos: (Click photo to enlarge)
Source: AdvisorVault
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