• Is Google Vault enough for SEC Rule 204-2? What Vault does and doesn't cover under Rule 204-2. Read →
• Does SEC Rule 17a-4 apply to RIAs? A broker-dealer rule; adviser-only firms follow 204-2. Read →
• Does a solo or small RIA need email archiving? The rule requires keeping certain emails, not buying a vendor. Read →
• What does email archiving cost a small RIA in 2026? Who publishes a price, what to ask, and Turret's worked example. Read →
• SEC Rule 204-2 email retention: 5 years or 7? Five years is the floor for most email; seven is a policy choice. Read →
• Does email archiving capture deleted email? Only if captured first, and where each method fails. Read →

Platform guides

• Google Workspace email archiving for RIAs The one admin step, two read-only scopes and how to revoke. Read →
• Microsoft 365 email archiving for RIAs The two Graph permissions, who can consent, how to revoke. Read →