Case Study: Perkins Capital Management achieves SEC-compliant, low-maintenance email archiving with Intradyn's Email Archiving Solution

Intradyn Simplifies Email Archiving for Perkins Capital Management Inc.

Perkins Capital Management, Inc., an SEC‑registered investment adviser with 16 employees and clients across the U.S. and Europe, was facing rapidly growing email volumes (about 1,200 inbound and outbound messages daily, roughly 600 inbound) and strict SEC requirements to retain three years of records onsite. With no prior email archiving in place, limited IT resources, and a Small Business Server environment, Perkins selected Intradyn and its Email Archiving Solution™ to meet its compliance and preservation needs.

Intradyn deployed the Email Archiving Solution™ appliance (with virtual options available) and had Perkins up and running in a few hours; the system sends daily summary reports and requires minimal maintenance. The archive reliably captures the firm’s ~1,200 daily messages, supported an easy software upgrade (about three hours) and quick on‑site service (half a day), and delivered a low‑cost, scalable way to satisfy SEC retention, eDiscovery, and operational requirements.

Perkins Capital Management, Inc.

Lisa Schmidt

Chief Compliance Officer