CellTrust SL2 provides California-based Wealth Management Advisory with the required documentation and record retention for regulators
CellTrust SL2 provides California-based Wealth Management Advisory with the required documentation and record retention for regulators
1 PagesIndustry Headquarters Financial Advisors Financial Services California, USA 7 Case Study Customer Objectives As a small employee-owned, independent wealth management advisory working with a BYOD (Bring Your Own Device) mobile device policy wanting to use text messaging in our daily business, we needed to document and retain a record of text messaging to meet SEC, FINRA and other regulatory guidelines. Solution • CellTrust SL2 domain provisioned in a multi-tenanted instance • Multiple CellTrust Mobile Business Numbers (MBN) • Archiving configured to journal to Chief Compliance Officer Results Our research paid off when we found CellTrust. With the CellTrust SL2 app our personal iPhones, provisioned with dedicated Mobile Business Numbers, CellTrust’s dual-persona technology separates per
