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LPL Financial firm, Core Wealth Planning, selects AdvisorVault as their third party vendor to help them with remote data backup and archiving of electronic records as required by SEC rule 17a-4. AdvisorVault, www.advisorvault.org
EVANSTON, IL – December 16, 2014 — /BackupReview.info/ — “AdvisorVault made it very easy for us to implement a compliant backup and archiving solution to protect the electronic records on our PC’s and server at head office,” said Joshua Sands, compliance officer at Core Wealth Planning, an LPL Financial affiliated broker-dealer in Evanston, IL. Outsourcing their remote data archiving to AdvisorVault helped Core Wealth achieve the long-term electronic records archiving demands of rule 17a-4, something that is very important for LPL Financial broker-dealers for ongoing data compliance.
“AdvisorVault is a natural fit for LPL’s broker-dealers because of our experience in data backup and archiving for FINRA members,” said Allan Lonz, President of AdvisorVault. “LPL broker-dealers also found AdvisorVault attractive because of our complete solution which includes archiving files, emails and disaster recovery – three essential key elements of SEC rule 17a-4,” Lonz added.
LPL Financial prides itself in providing its broker-dealers with the best technology to streamline and reduce the cost of compliance. But when it comes to electronic records supervision, one of the best ways for broker-dealers to accomplish this is to use a service such as AdvisorVault’s Consolidated D3P Solution.
A Consolidated D3P Includes:
About Core Wealth
To watch a 3 minute presentation of the product, go to the link below:
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