“Finance, ultimately, depends on trust. By failing to honor their recordkeeping and books-and records obligations, the market participants we have charged today failed to maintain that trust,” said SEC Chair Gary Gensler.   “Since the 1930s, such recordkeeping has been vital to preserve market integrity. As technology changes, it’s even more important that registrants appropriately … Continue reading Securities and Exchange Commission charges 16 wall street firms with widespread recordkeeping failures →

With the recent SEC inquiry into past and present mobile communication recordkeeping, everybody’s asking:   What’s happening with mobile compliance in wealth management?   Join us on Thursdays 1:30pm ET Beginning Thursday, September 15, 2022, CellTrust’s General Counsel Rebecca Ruegg and Chief Operating Officer Kevin Moshir will discuss what’s happening with mobile compliance across the … Continue reading MOBILE COMPLIANCE ROUNDTABLE →

Beginning August 16, every Tuesday at 1:30 pm Eastern Time, a CellTrust Solutions Engineer will host a weekly live event for our existing customers.   SL2 Time will be packed with the latest tips and feature updates for CellTrust customers with plenty of time for Q&A.   REGISTER HERE for SL2 Time the 30 minute live presentation … Continue reading SL2 TIME →

CellTrust today announced the availability of CellTrust SL2 SMB for mobile capture and recordkeeping on Microsoft AppSource, an online cloud marketplace providing tailored line-of-business solutions.   “We are thrilled to join the Microsoft AppSource partner ecosystem,” said Sean Moshir, CellTrust Chairman and CEO. “SL2 integrated with Microsoft Purview Data Lifecycle Management offers seamless enterprise level … Continue reading SL2 IS NOW AVAILABLE ON MICROSOFT APPSOURCE →

Click on the video link below to enjoy the video story or read the full case study produced by the talented Microsoft Customer Advocacy and Storytelling team!   As well, a big thanks goes out to Ryan Barke and the team at Visionary Wealth Advisors!   “The integration between Microsoft 365 and CellTrust, from a … Continue reading DISCOVER HOW VISIONARY WEALTH ADVISORS HELPS SAFEGUARD MOBILE COMMUNICATIONS WITH MICROSOFT PURVIEW DATA LIFECYCLE MANAGEMENT AND CELLTRUST SL2 →

Now you can manage Notes, Tasks, Calendar, Contacts, Files and PDFs within the SL2 app. SL2 Docs creates a shared virtual meeting space keeping team information in one place, making it easy for everyone to access.   Seamlessly integrated into CellTrust’s flagship SL2 app for mobile communication capture and compliance, SL2 Docs was designed specifically … Continue reading SL2 Docs™ Seamless, Compliant, Mobile Collaboration for Documents and Signatures →

  CellTrust was nominated to join MISA for seamlessly integrating its flagship SL2™ compliant and secure mobile communication for regulated industries with multiple Microsoft Compliance solutions including Microsoft Information Governance, Advanced eDiscovery and Communication Compliance.   With CellTrust SL2™ Connector, the mobile communications data captured by SL2 is sent to Microsoft compliance platform to meet the compliance and … Continue reading CELLTRUST NOMINATED BY MICROSOFT TO BECOME A MEMBER OF THE MICROSOFT INTELLIGENT SECURITY ASSOCIATION (MISA) →

We are pleased to announce today that our SL2 mobile application for capture and archiving Summer 2021 Release will include the integration of the WhatsApp channel in addition to a continuously expanding enterprise level feature set.   WhatsApp has become one of the most popular chat apps. Using the SL2 WhatsApp integration, organizations can now … Continue reading CellTrust SL2 Summer 2021 Release Expanding Enterprise Level Features includes WhatsApp Integration to Enforce Regulatory Compliance →

It’s always been a goal at CellTrust to help small businesses scale affordably at enterprise level, and it’s always great to hear from customers like Leverage Financial Advisory when that is the case.   Before founding Leverage Financial Advisory, Brian Bond worked in corporate finance in the luxury hotel industry for 15 years and always … Continue reading CellTrust SL2 Selected by Leverage Financial Advisory for Compliant Text Capture and Archive →