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Smarsh Targets Websites For Financial Services Professionals

Portland-basedSmarsh said this morning that it has launched a new product, specifically for financial services professionals. The company--which develops cloud-based compliance, e-discovery, and records management software--said the new product helps financial advisors create professional websites, and still meet their compliance obligations. The new product comes out of Smarsh's acquisition of the team at AdvisorSquare, which it acquired back in 2012. The company's software includes some specific approval and compliance features, such as requiring any changes and updates be separately reviewed by a compliance department at larger broker-dealers.


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