Case Study: Endurance Wealth moves from Global Relay to Smarsh

COMPANY PROFILE Endurance Wealth Management is a Registered Investment Advisory

firm located in Providence, Rhode Island. Regulated by the Securities and Exchange Commission (SEC), the

firm must retain and supervise all electronic communications, including email and social media.

SUCCESS STORY

THE CHALLENGE Chief Compliance Officer Tom Gardner was looking for a

better solution to supervise and produce his firm’s electronic communications.

The firm’s previous archiving solution was not meeting its needs – in both search functionality and customer service.

SUCCESS STORY

SUCCESS STORY Gardner saw a demo of the Archiving Platform by Smarsh at an

industry event and was wowed by how easily he could navigate within the platform.

All data was moved from Global Relay to Smarsh without issue. Customer service with Smarsh far exceeded the level of support

Gardner felt while working with Global Relay.

SUCCESS STORY

“With Smarsh, you feel as though you’re an important

client no matter the size of your firm. It was a very different feeling than that which I got

from Global Relay.”

Tom GardnerEndurance Wealth

SUCCESS STORY

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