Does everything we need at half the cost
I’m not good with technology. I’m the office manager of an investment company. I handle day-to-day compliance issues like supervising emails, making sure things are documented, and that our firm is following the details in our Compliance Manual and Policies and Procedures. Our owner is also the Chief Compliance Officer, so we share the load. He told me to find an archiving software. For me, I just wanted it to be easy. I good on Word and Excel and some of our client systems with Charles Schwab, but I get lost easily. Also, I usually need customer service. Sharp Archive has been great. They worked with me for onboarding our account and it worked right away. They told me that Facebook automatically gets disconnected and that I will need to reconnect them. They said they will tell me and send an email. For us, part of compliance is that we have to create a copy of all our social media accounts. We were just printing this out, but our owner said that this wasn’t going to work anymore because it was all moving to the cloud. For two years I have been printing off what we post on Facebook and Twitter. For me printing it out once a week was fine. I’m good with routine things like this, but using Sharp Archive is going to save me a lot of time. Our monthly cost is $64.00 per month and it’s nice to not have to think about it anymore. We looked at about six different options and this one seemed to be the best. It was definitely the least expensive for what we needed.
By Rebecca B.