Case Study

Endurance Wealth adopts Smarsh

Endurance Wealth adopts Smarsh

Customer Story Endurance Wealth adopts Smarsh Customer Profile Endurance Wealth Management is a Registered Investment Advisory firm located in Providence, Rhode Island. Regulated by the Securities and Exchange Commission (SEC), the firm must retain and supervise all electronic communications, including email and social media, including LinkedIn and Facebook. With Smarsh, you feel as though you’re an important client no matter the size of your firm. Tom Gardner Chief Compliance Officer, Endurance Wealth Challenge Chief Compliance Officer Tom Gardner was considering switching from his legacy supervision and archiving platform. With more than 1,000 emails being ingested per day, as well as some social media activity, Gardner wanted to weigh his other options and to then ch

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