Case Study: RETIREMENT WEALTH ADVISORS DEDICATED TO HELPING CLIENTS LIVE MORE ENJOYABLE LIVES WITH SMARTER FINANCIAL PLANNING, RETIREMENT WEALTH ADVISORS MAKES USE OF PAGEFREEZER’S ARCHIVING SOLUTION TO COMPLY WITH (SEC) RECORDKEEPING REGULATIONS AND REMAIN FOCUSED ON DELIVERING HOLISTIC FINANCIAL PLANNING APRIL 2016Contents ABOUT RETIREMENT WEALTH ADVISORS 3 CONTENT CHALLENGES 3 REGULATORY COMPLIANCE 3 SERVER BACKUP LIMITATIONS 4 THE PAGEFREEZER SOLUTION 5 ROI 6 PAGEFREEZER FOR FINANCIAL SERVICES 7 ABOUT PAGEFREEZER 9 Disclaimer This document was created to provide information about a specific issue. This document does not take a position on any specific course of action or proposal. Every effort has been made to present accurate and reliable information; however, PageFreezer assu

Join for free to read