Tag Archives: Advisor Products

Smarsh releases Web Archiving, an automated solution to archive adviser websites

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.

(click to view on YouTube)

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.

Advisor Social Networking Replay; 50 in 50 Webinar Registration

Advisor Products, Inc.Thanks to Andy Gluck at Advisor Products who hosted the webinar Advisors Using Social Networking Successfully. I really enjoyed the opportunity and have been overwhelmed by the positive feedback I’ve received about the content.

If you were not able to attend the live presentation, click here to register at Advisor Products and view the replay.

Also, you have a little more than 24 hours to register for the upcoming webinar 50 Cost-Saving and Money-Making Ideas in 50 Minutes hosted by InvestmentNews.

InvestmentNews Web Event

Click here to register for the InvesetmentNews webinar.

Upcoming Webinars on Social Media and Cost-Saving Technology

Over the next week, I’ll be participating in two webinars that I hope you will attend.

First, Andrew Gluck at Advisor Products, Inc. has asked me to participate in Friday’s Financial Crisis Webinar Series. The topic is Advisors Using Social Networking Successfully. I will share some of the experiences I’ve had through the use of Twitter, LinkedIn, and Facebook mediums that have personally resulted in new connections and new business.

Click here to register for the Friday, June 5 webinar Advisors Using Social Networking Successfully.

Second, I’ll be part of a panel hosted by InvestmentNews to offer 50 Cost-Saving and Money-Making Ideas in 50 Minutes. I have a list of my top 10 technologies that I believe financial advisers can use to save money, make money, and sometimes both simultaneously. There should be at least one good tip for every adviser listening to the webinar.

Click here to register for the Tuesday, June 9 webinar 50 Cost-Saving and Money-Making Ideas in 50 Minutes.

Hope to “see” you on the web.

Two Webinars to Survive the Economic Crisis

I highlight two webinars to be held on March 6 to help advisers survive the economic crisis.  View this vlog entry on YouTube.