Platform as a Service

Platform as a Service (PaaS) is a type of cloud computing service that a suite of platform services in a cloud infrastructure that enables developers to build applications and services into or on that platform with greater speed and scability over the internet. A Platform as a Service would typically include an Operating System (OS), scalable storage, scalable server capacity, virtualization and the runtime environment. The developer only need worry about building their applications and deploying their data.

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Does Snail Mail Still Work for Financial Advisors?

Should you invest in print direct mail to attract new clients to your financial practice?

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Xtiva launches Xtiva Vault to provide enhanced long-term data retention…

New service will provide SEC Rule 17a-4 compliant deep storage solution for investment firms to enhance long-term data retention and protection.

SEO Best Practices for Financial Advisors

Improve your search ranking as a financial advisor with a few key tips and tricks — no expensive tools or experience necessary.

Select Findings and Fines Related to SEC Record Retention Rule…

BOK Securities BOK failed to maintain thousands of brokerage record in a non-erasable, non-rewriteable format, resulting in a fine of $175,000. The findings stated that the firm failed to maintain…

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