Compliant Workspace, a Microsoft 365 Service Provider Partners With AdvisorVault To Help FINRA Firms

SAINT PETERSBURG, Fla. - Jan. 26, 2023 - PRLog -- Compliant Workspace, a Microsoft 365 Service Provider Partners With AdvisorVault To Help FINRA Firms Get On The Cloud.

FINRA firms want to move to Microsoft 365 but are worried about rule 17a-4 email and data retention demands, and also being fully cybersecure on the cloud. Compliant Workspace is a perfect fit for them giving Microsoft 365, fully secured, fully protected, out-of-the-box.

"We designed Compliant Workspace for companies needing a higher level of security and protection in the cloud, our Consolidated 365 Service has built-in features, out-of-the-box, making FINRA firms immediately 17a-4 compliant when they migrate to Microsoft 365 with us, we are excited to partner with AdvisorVault." Says Patrick Lonz, President of Compliant Workspace. "And of course, the FINRA D3P service is included with the required attestation letters." Lonz added.

FINRA firms want to get on Microsoft 365, and it makes sense: It's a full cloud solution but by default, it's not 17a-4 compliant, also Microsoft won't even provide the FINRA letters, they need a special kind of cloud provider, one that understands their unique compliance needs. Particularly when the auditor comes in for their regular electronic records request.

About Compliant Workspace

Compliant Workspace is a managed Microsoft 365 cloud service provider committed to giving companies an option to move their firm to the Microsoft Cloud. Our unique Consolidated 365 Service® is fully secured, fully protected, out-of-the-box.

About AdvisorVault

AdvisorVault is the only FINRA D3P with a 17a-4 service giving small firms everything needed to meet today's data compliance demands. Our turn-key approach archives, retains and supervises electronic in-house or in the cloud.

Compliant Workspace Contact:

Patrick Lonz
Compliantworkspace.com
Patrick@compliantworkspace.com
866-212-9776