Arkovi and WinWeb Announce Integrated Partnership Bringing CRM, Social Media Archiving and Operations into One Solution for Registered Investments Advisors.
BMRW & Associates, Inc. (Arkovi), the premier financial services solution for social media archiving, compliance and monitoring, is now integrated into WinWeb’s RIA Office Cloud, a complete back office solution to help registered investment advisors’ better service their clients with a broad suite of tools including CRM, billing and customer service and now a compliant approach for leveraging social media.
WinWeb’s unique offering for Registered Investment Advisors consolidates many back office functions into one platform. Advisors can additionally access custom services such as call handling, virtual assistants, marketing and more. In addition, WinWeb integrates with TradePMR’s e-Custody platform.
This partnership is the 10th arrangement that Arkovi has entered into and reflects the firm’s intention to support the varied ways in which independent advisors approach their marketing and communications. Both FINRA and the SEC requires regulated investment professionals to maintain and monitor the content they create and share using social media.
Blane Warrene, CEO of Arkovi says: “Bringing social media data, both for compliance and business intelligence, closer to CRM and the back office adds immense value. WinWeb’s integrated offering was a perfect platform for us to integrate with.”
Stefan Topfer, CEO of WinWeb says: “Integrating our RIA Cloud with Arkovi made total sense to me; this means that WinWeb can now take care of the archiving responsibilities of Registered Investment Advisors, giving them more time to focus on their customers. The power of WinWeb Software with the capability to archive social media details, will prove invaluable to Registered Investment Advisors.”
This unique integration will make compliance and social media archiving easier than ever for RIAs; giving Registered Investment Advisors more time to focus on their core business and success!
Founded in 2009 by BMRW & Associates, Arkovi is the premier financial services social media solution for archiving, compliance and market intelligence. With a collective 55 years of financial services experience, Arkovi’s team brings expertise in compliance, operations and technology to the Arkovi customer experience. Arkovi enables financial services firms who need a permanent record of their social media participation by providing an affordable always-on (accessible from home, office or mobile) archiving solution. This solution can also be used to track social media content for purposes of market intelligence. Learn more at https://www.arkovi.com.
WinWeb was founded in 1994 by Stefan Topfer and has become the leading provider of on-demand cloud based software and real business services in the Small Business Market. Based on WinWeb’s OnlineOffice Suite, the Small Business Infrastructure has provided entrepreneurs with a small business eco-system. This enables the small business owner to access professional services on a time-shared basis for short-term or long-term demand, enhancing the businesses competitiveness and productivity, while keeping cost down and variable. This greatly enhances long-term survival of small businesses. Learn more at