New automated tool will help registered professionals eliminate tedious manual processes to meet FINRA and SEC requirements.
In a press release today, Smarsh, Inc., the Portland, Ore.-based company best known for email archiving, announced a new solution to help satisfy archiving and record-keeping requirements when it comes to adviser websites.
Web Archiving is the new solution, and Smarsh created a short explainer video to describe what it does, embedded below for your convenience.
Web Archiving is designed to automatically crawl and capture the contents of an adviser’s website. In addition to archiving the full text of all website pages, Web Archiving also captures embedded media such as video, social media feeds, slideshows, and more.
According to the solution feature list, archived pages are rendered in their original format, preserving the “look and feel” of the website page as it originally appeared on the adviser’s site.
“Today’s Web is not static text, but rather an immersive multi-sensory experience. This complicates the critical need for organizations of all kinds to keep an accurate, uncompromised record of what has been published to the world via the Web,” said Stephen Marsh, Smarsh founder and CEO, in the release.
Without an automated tool, advisers may be forced to print individual website pages to PDF files and save them in a compliance file. This is a tedious, time-consuming process at best, and it doesn’t address media like embedded video or slideshows.
Website archiving is not very crowded with vendors. Alternate solutions can be found within the Advisor Websites platform (though an adviser’s website will need to be hosted with the company), Advisor Products (again, website hosting required), Arkovi, and a few others.
