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Compliant email for Registered Investment Advisors

Choosing RIAmail demonstrates a commitment to protecting your clients personally identifiable information (PII). With RIAmail, all emails your firm sends are scanned, and messages with PII are encrypted.

RIAmail includes all the features RIAs need to meet regulatory requirements:

  • SEC- and FINRA-compliant archiving
  • Integrated surveillance
  • CRM integration: Redtail, Salesforce, and XLR8
  • Supports iPhone, Android, Blackberry, Palm, and Windows Mobile
  • Integrated with Microsoft Outlook, Windows Mail, Thunderbird
  • Integrated journaling to additional archive locations
  • Access to your email 24/7 from a mobile or desktop browser
  • Spam, phishing, and virus protection
  • Surveil a financial lexicon and HR policies
  • Large mailbox capacity
  • Supports disaster-recovery and business-continuity workflow
  • Large inbound and outbound attachments
  • Dashboard for administrators
  • POP3 or IMAP
  • 24/7 customer support

For assistance, please call our sales group at (888) 274-5755 x224.

Licenses are sold in single license increments up to five licenses, then in increments of five additional licenses at a time. All licenses are billed annually.

Pricing is $265.00 per year per license with a one time $150.00 account setup fee.

If you need assistance please call our Sales group at (888) 274-5755

 


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