Email & IM Monitoring

Email and instant messages are the business communication methods of choice for many organizations. AdvisorMail employs proven technology that enables you to quickly automate the email monitoring process.

AdvisorMail offers an email monitoring service where all emails and IMs are captured and stored in a tamper-proof, online repository. Monitoring features are customizable so you can manage electronic messages in the best way for your organization.

In addition, AdvisorMail is the only compliance solution featuring a lexicon developed in conjunction with the nation's leading compliance experts to automatically screen emails and instant messages. With AdvisorMail and the eAuditor+ Lexicon in place, rest assured that your firm's electronic messages can be searched for over 1,000 potentially problematic words or phrases to help identify and isolate non-compliant communications.

Flexible Email and IM Monitoring

• Electronic auditing of all inbound, outbound and internal email communications, with ability to fully open and view email attachments
• Electronically trap suspicious emails and IMs with non-compliant language and flag them for auditor review
• Quickly approve, reject, reassign or attach notes to any email
• Capture, monitor and store all IM chat transcripts in a secure centralized location for later retrieval