Financial

Virtual Office is designed to meet the compliance requirements governing the financial industry. Our secure platform ensures the highest level of protection of client information and data — whether electronically transmitted or stored and shared (utilizing 5 levels of access permissions defined by user or security group) on the Virtual Office platform. Additionally, archival of all electronic communication, including email and instant messaging, meets and exceeds the standards of the Securities and Exchange Commission (SEC) and other regulatory agencies.

Enhanced administrative features include cross-mailbox search functionality, which allows for complex and extremely detailed searches among multiple users. This feature may be used by internal compliance officers or provided to regulatory agency auditors via secure login. And users do not compromise speed with this powerful tool; even vast amounts of data are processed quickly and easily.