Modern Archiving for RIAs, Not Big Banks
Archive your email, instant messages, text, files, website and social media all in one place
❖ Stays inside your Microsoft Tenant
❖ Simple and easy
❖ Secure and compliant
Are you tired of clunky, overpriced archiving tools made for big banks?
RIA Vault provides a modern, easy-to-use, and secure solution built specifically for small and midsize RIAs
Archive everything in one place, not all over the place!
Save time, money and energy with this all in one archiving solution
Built for RIAs, Not Big Banks
Most archiving systems were designed for giant corporations — complicated, expensive, and overkill for a 10-person RIA.
RIA Vault is different. It’s built specifically for small and midsize RIAs that want simple, secure archiving that just works.
Your Data Stays Inside Your Microsoft 365 Tenant
With legacy vendors, your data leaves your control and lives on their servers.
With RIA Vault, everything stays inside your own Microsoft 365 environment — so you own it, control it, and never get locked in.
Modern, Simple, Microsoft Native Experience
RIA Vault works right where your employees already work — inside Outlook, Teams, SharePoint, and Microsoft eDiscovery.
No clunky portals. No extra logins. Just a seamless experience that feels familiar, reduces training time, and boosts adoption across your firm.
We love working with small and mid-sized RIAs
We don’t focus on working with large financial institutions with thousands of employees. We love working with small and mid-sized RIAs just like yours.
“I like the cloud platform because it allows data and programs to be stored in another location that is backed up and maintained, something we don’t have to worry about. Your tech support services work very well when we need them.”
“What I like best is your knowledge and response level. The biggest benefit for us is that we feel you actually understand our issues and are responsive. We don’t ever feel as if we have asked a dumb question.”
Packages & Pricing
-
Pro
The Pro plan is designed to secure and archive your emails, teams and includes advanced features such as: Email Encryption, Data Loss Prevention and Advanced eDiscovery. The Pro plan includes:
Email Archiving
Teams Archiving
Email Encryption
Data Loss Prevention
Advanced eDiscovery
-
Premier
The premier plan is designed to go above and beyond. It additionally includes archiving your text messages, website and social media. The Premier plan also includes:
Text Archiving
Social Media Archiving
Website Archiving
How It Works
1
Watch The Demo
See how easy modern archiving can be — built specifically for small and midsize RIAs.
2
Start Your Free Trial
Start a free 14 day trial. You get full access so you can see for yourself why so many RIAs are switching to us. No credit card is required.
3
Archive With Confidence
Meet your compliance goals and gain peace of mind knowing your data stays securely in your Microsoft tenant.
Simple. Secure. Built for RIAs.
Meeting all of your archiving requirements can be hard
Stop wasting your hard earned money on expenisve and complex archiving solutions that aren't designed for small or mid-sized RIAs. Their technology and their customer support is geared towards larger financial institutions with thousands of employees. They are not thinking about an RIA like yours with 5 or 25 employees.
We've worked with hundreds of RIAs over the years and we know this is a significant pain point. You don't want multiple 3rd party solutions. You don't want something that is complex and very expensive. You want all of your archiving to be in one place that is secure, compliant and is easy to use. We love working with small and midsized RIAs just like yours.