IFC Advisors Chooses the AdvisorVault 17a-4 Managed 365 Service®

LOS ANGELES, June 6, 2025 ~ IFC Advisors, a FINRA registered firm based in Los Angeles, has recently announced their decision to partner with AdvisorVault and utilize their 17a-4 Managed 365 Service®. This move comes as IFC faced challenges with compliance due to outdated technology and scattered data.

According to Allan Lonz, President of AdvisorVault, IFC's main goal was to centralize all their data on Microsoft 365. This included migrating their old server to SharePoint, moving PC data to OneDrive, and upgrading to the Microsoft Business Standard license provided by AdvisorVault. By consolidating their records on the cloud, IFC was able to simplify compliance processes and reduce IT costs.

Through this partnership with AdvisorVault, IFC now has access to a fully supported and archived Microsoft Cloud for a flat monthly fee. This includes FINRA cybersecurity measures such as email filtering and threat monitoring. Additionally, AdvisorVault's 17a-4 D3P Service provides attestation letters for compliance purposes.

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The move to Microsoft 365 through AdvisorVault has allowed IFC to fully utilize the cloud with features such as 50 GB mailboxes on Exchange, 1 TB of space on OneDrive for each user, and another TB for SharePoint. This has made it easier for them to meet rule 17a-4 requirements.

IFC's decision to partner with AdvisorVault highlights the benefits that FINRA firms can receive from using their 17a-4 Managed 365 Service®. By simplifying compliance processes and reducing IT costs, this service offers a comprehensive solution for firms like IFC.

To learn more about how IFC successfully achieved compliance on Microsoft 365 through the use of AdvisorVault's services, interested parties can download the case study provided by the company. With this partnership in place, both companies are confident in the future success of IFC Advisors in meeting regulatory requirements.

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