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RIA Operators
Public • 804 • Free
2 contributions to RIA Operators
Apr 24 in
Archive Systems compliant with SEC
I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.
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New comment Sep 20
0 likes • Jul 5
We use Patrina for email and website. Very reasonable, easy to use, easy conversion process. Price is based on usage -- number of email accounts archived, number of web scans per week, etc. Initial set up fee.
May 28 in
Excel training
Can anyone recommend an online training course for Excel? We have a new employee that is interested in advancing his Excel skills in using formulas, pivot tables, etc.
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New comment May 29
0 likes • May 28
@Xeaira Burkett Thanks! I will check it out.
1-2 of 2
Active 42d ago
Joined Dec 13, 2023
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