at Financial Technnology Year
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Arkivum Perpetua
from Arkivum
A digital preservation platform with comprehensive audit trail capabilities for financial advisory firms. Features include tamper-proof record keeping, chain of custody documentation, automated retention policies, compliance with FINRA/SEC requirements, and verifiable audit trails for regulatory inquiries.
Category:
Audit Trail Systems
Software that maintains comprehensive records of all client interactions, recommendations made, and the basis for those recommendations to demonstrate compliance with fiduciary or suitability standards.
Arkivum Perpetua
Category:
Document Management Systems
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
Arkivum Perpetua
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