RW Paul selected Erado to archive and monitor all activity on email and the three main social media platforms – LinkedIn, Facebook, and Twitter – as well as the firm’s website
RENTON, Wash., December 12, 2014 – Erado, an innovator in electronic communication compliance, announced today that RW Paul & Associates, LLC, a Registered Investment Advisory firm based in Detroit, Mich., specializing in retirement financial advising, has selected Erado for email and social media surveillance and archiving.
With a unique focus on capital preservation, RW Paul & Associates utilizes the best tools in the industry to help its clients achieve future financial goals. Combining income planning, institutional wealth management, and estate planning strategies, it offers 25 years of experience and success. Furthermore, as a small business of fewer than 20 employees, RW Paul & Associates strives to give each and every client the best and most personal attention that they deserve.
Identifying the Right Solution
In light of strict data-archiving laws, RW Paul wanted a one-stop shop compliance solution for its firm. They also wanted something that was both easy to use and efficient for surveillance and digital archiving, and one that wouldn’t take valuable time away from their clients. With many solution options from which to choose, RW Paul selected Erado to archive and monitor all activity on email and the three main social media platforms – LinkedIn, Facebook, and Twitter – as well as the firm’s website, www.rwpaul.com.
“Our mission is to help our clients make safe decisions and smart investment choices for their future, so why wouldn’t we strive to do the same for our company? Erado was the safest choice and the smartest investment we could make,” says Matt Paul, Certified Financial Planner and Case Design Specialist.
“Office 365 was one of the primary reasons for choosing Erado,” Paul says. “Unfortunately our previous provider had a lack of archiving and compliance solutions. After doing a little bit of research, it was an easy decision. Erado’s electronic compliance solution was the best choice for a small and personalized firm like ours. Now, we are able to utilize all the advantages of Office 365, archiving and encryption services through Erado.”
In 2014, RW Paul implemented a full package of Erado’s products, including Office 365, social media and website archiving, and surveillance, allowing the firm to archive and access all electronic communications, and stay in full compliance with the stringent regulations set by FINRA and the SEC. Throughout the implementation process, Paul and his team were able to regularly engage with Erado while learning the system and its capabilities.
“Erado’s customer service made the transition easy and comprehensive,” says Paul. “If any of the staff had problems or questions, Erado was there when we needed them. They really know the meaning of customer service and we can trust that the system is working behind the scenes so we can focus on what is really important – our clients.”
Erado is an innovator in electronic communication compliance, delivering archiving, analytics, security, and hosted services to customers worldwide. Since 1994, Erado has assisted organizations manage and enforce cost-effective compliance and retention policies. See www.erado.com for more information or call 866-673-7236.