See why Endurance Wealth moved from Global Relay to Smarsh for archiving and supervision.

1. Case Study: Endurance Wealth moves from Global Relay to
Smarsh

2. 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

3. 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

4. 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

5. “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 Gardner
Endurance Wealth
SUCCESS STORY

6. THE ARCHIVING PLATFORM
EMAIL IM SOCIAL MOBILE VIDEO WEB

7. facebook.com/SmarshInc
@SmarshInc
Linkedin.com/companies/smarsh
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