Archiving

Advisorbox provides archiving services for social media and web mentions in order to stay compliant with FINRA's regulations. We work with our partners to provide advisors with automated tools that support the compliance process, including:

  • A Review Queue for Postings
  • Archiving and Capturing All Electronic Communication
  • Creating a Communication Audit Trail
  • Maintaining Social Media Policies

For more information on how you can stay compliant with our tools while simultaneously growing your financial business, contact Advisorbox today.