Data compliance and communications archiving are critical for all industries, particularly in the financial services field. Anchor Pointe Wealth Management is an independent, fee-only financial planner located in Cape Girardeau, Missouri, that provides comprehensive plans to help clients grow, organize, and protect their assets throughout life’s ups and downs. Anchor Pointe Wealth Management prides itself on its big-picture focus when it comes to finances — offering services beyond investments such as retirement, insurance, legacy, education, and debt-management planning. The firm combines data, expertise, and technology to build effective financial strategies, and part of that equation is employing Zix as a service provider to manage its scope of archiving and compliance needs. J

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