Secure communications archiving and compliance for financial services.
"Global Relay provides comprehensive communications archiving and compliance solutions for regulated industries. It enables firms to capture, preserve, and supervise electronic communications data to meet regulatory requirements and mitigate risk. RIAs use Global Relay to ensure compliance with SEC and FINRA regulations regarding electronic communications."
"Global Relay helps financial firms meet regulatory compliance by providing secure archiving and eDiscovery solutions for all electronic communications."
How Global Relay integrates into institutional RIA stacks.
Verified native integrations connecting to Global Relay
Actionable business intelligence for RIA operational excellence.
Simplified 401(k) implementation and management for RIAs.
Comprehensive held-away asset management for RIAs.
Unlock client loyalty with data-driven engagement.
AI-powered client engagement for modern RIAs.
AdvicePay: Modern billing for modern financial advisors.
