Case Study: RIA Simplifies Compliance Archiving with MirrorWeb

RIA - Customer Case Study

RIA, a $172 million AUM advisory firm, was unhappy with its previous archiving vendor because the service was expensive, support was nearly nonexistent, and the platform was frustrating to use. After being prompted by a contract renewal, the firm began looking for a better alternative for its compliance archiving needs.

MirrorWeb provided a simpler, more manageable solution for a smaller firm, with responsive hands-on support and more attractive pricing. RIA signed on for social media and email archiving, then added website archiving as well, consolidating all data in one place. The transition, including onboarding, training, and data migration, was smoothly handled by MirrorWeb’s Customer Success Team, and Suzy said the new platform cost about a third of the previous vendor’s price.

RIA

Suzy McCoy

Co-Owner & Chief Compliance Officer