RIAvault - Modern Archiving for RIAs, Not Big Banks

RIAvault — Modern Archiving for RIAs, Not Big Banks

Are you tired of clunky, overpriced archiving tools built for big banks? RIAvault is a modern, easy-to-use, and secure archiving solution built specifically for small and mid-sized Registered Investment Advisors (RIAs).

Unlike legacy vendors that were designed for giant corporations with thousands of employees, RIAvault is built for RIA firms with 5 to 25 employees — simple enough for your team to adopt immediately, powerful enough to keep you fully compliant.

Your Data Stays Inside Your Microsoft 365 Tenant With legacy vendors, your data leaves your control and lives on their servers. With RIAvault, everything stays inside your own Microsoft 365 environment — so you own it, control it, and never get locked in to a third-party platform.

Archive Everything in One Place Stop managing multiple archiving tools. RIAvault captures and securely stores your email, Microsoft Teams messages, instant messages, text messages, files, social media, and website — all in one place, inside your Microsoft environment.

Key Features:

• Microsoft Email and Teams Archiving — automatically capture and store all communications
• Email Encryption and Data Loss Prevention — protect sensitive client data from unauthorized access
• File Archiving — securely store and retrieve documents, reports, and attachments
• Text, Social Media, and Website Archiving (Premier plan)
• Advanced eDiscovery — integrated with Microsoft eDiscovery tools
• Works inside Outlook, Teams, and SharePoint — no extra logins or clunky portals

Simple. Secure. Built for RIAs. RIAvault works right where your employees already work. No new infrastructure. No migration headaches. Just seamless, compliance-ready archiving that feels familiar and reduces training time across your firm.