The Challenge As Director of Technology for both PFG and Vicus Capital, Ron Lutz strives to do everything possible to continuously improve the efficiency and effectiveness of both organizations. With just three people working in Compliance, it’s crucial that PFG and Vicus utilize a reliable, modern, and automated electronic communications retention and oversight solution with capabilities designed to streamline the workload. Ultimately, it’s Lutz’s responsibility to select and deploy an archiving solution that can free up time for both Compliance and the Technology team, enabling stakeholders to focus on new ways to innovate and support the evolving needs of the business in a rapidly changing market. Smarsh Solution The Smarsh Professioinal Archive delivers peace of mind. Lutz kno

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