Partner Testimonials

Success through Global Partnerships

Creating success takes teamwork - here is what some of our current Compliance & Technology Partners have to say about partnering with Global Relay:

 

Advisor Products Inc.

360 Visibility is a Toronto-based business solutions company that offers enterprise software (ERP), communications systems, and technology infrastructure solutions, with collectively over 100 years' experience in all aspects of systems analysis, design, implementation, training, and support.

"Working with Global Relay has been a critical factor in delivering email archiving for our financial services clients. Global Relay understands the industry exceptionally well and delivers on excellent customer service. We are very meticulous with whom we partner and Global Relay exceeds our level of expectations."

Marco D'Ercole
Executive Vice President, 360 Visibility Inc.

Advisor Products Inc.

Advisor Products, serving more than 1,800 independent financial advisors, creates client newsletters, brochures, websites and stationery, and offers ad agency services.

"Global Relay has proven to be an excellent partnership for Advisor Products, providing the highest quality compliance archiving solution for our RIA and Broker-Dealer clients at an affordable cost. Global Relay and API leverage each other's strengths in compliance, technology and marketing to jointly offer our mutual customers quality and superior customer care."

Steven Gordonson
Vice President of Technology

Ascendant Compliance Management

Ascendant Compliance Management provides a full range of compliance management services. Ascendant helps companies prepare for regulatory registration, provides outsourced compliance management, performs regulatory risk management and infrastructure analysis, and offers due diligence services and compliance training.

"After conducting in-depth due diligence on many archiving vendors, we were pleased to discover Global Relay's hosted Message Archiver & Compliance Reviewer — a turnkey compliance solution to address the needs of RIAs for SEC regulatory compliance, mail management and eDiscovery. The Message Archiver is built on robust technology and managed by Global Relay's experienced and knowledgeable team."

Sal Papa
Ascendant Compliance Management

Assette

Assette, based in Boston, specializes in improving sales and client service at asset management firms by enabling portfolio managers, client service personnel and marketing staff to easily integrate data and deliver customized sales presentations and reports in dramatically less time and with fewer errors using Assette's main products: Assette Presentations, Assette Statements, and Assette Portfolio Access.

"In early 2008, Assette wanted to transition out its message retention business in order to focus on its core business. After exploring various alternatives, we selected Global Relay due to its market leading position and financial stability; technical infrastructure; strategic focus on compliant archiving and eDiscovery; and most importantly, superior customer service. The transition of our RIA archiving customer base to Global Relay proved to be a win for Assette, Global Relay and our joint customers."

Thusith Mahanama
Assette

Chelsea Technologies

Chelsea Technologies is a highly specialized IT solution provider for hedge funds, investment firms, and banking institutions primarily in the Tri-State area and Florida. By customizing unique and personalized end-to-end technology solutions in the financial industry, Chelsea Technologies develops into the single point of contact and accountability for all its clients technology needs. Chelsea Technologies exceptional and innovative approach is such that it becomes the 'Virtual CTO' as well as the 'Virtual IT Department' and to all its customers.

The Global Relay solution by far has been the most effective and least intrusive of all implementations we have had to work with until now. Unlike others, they are very accommodating and have their system in place and in solid ground. There are no delays in the delivery mechanism like their competitors have. User experience is exceptional and non-disturbing. We are pleased to announce that we have chosen to add Global Relay to our solution and general offering because we trust their system.

Meyer Ben-Reuven
President and Founder, Chelsea Technologies

Data Quality Institute, Inc.

The Data Quality Institute, Inc. provides data services to the Financial Services Industry, specializing in Registered Investment Advisor and Broker-Dealer Compliance and audit preparation support.

"What really distinguishes Global Relay is their people - they go the extra mile and do what it takes! My clients appreciate the speed of the search tool as well as the flexibility of the Compliance Reviewer."

Larry Nagelberg
President, The Data Quality Institute, Inc.

Data Solutions

Data Solutions is the world leader in providing secure offsite data storage and recovery utilizing industry leading disk to disk backup technology.

"We selected Global Relay to be our exclusive email archiving and compliance partner after successfully working together on a complex, compliance storage project for a Fortune 5 customer. Through our partnership with Global Relay, we can provide a complete data and email backup, storage and compliance solution for any business."

Michael Mangiona
President & CEO, Data Solutions

Friedman & Associates provide comprehensive financial planning services using a fee-based model and state of the art technology to build sophisticated financial planning models. Friedman & Associates has been profiled as one of the Best Management Practices by Charles Schwab Institutional. Greg Friedman is also the creator of Junxure®, CRM Software’s flagship product, which delivers an office management system for financial planning firms.

"We are extremely pleased to have discovered the Global Relay Message Archiver and Compliance Reviewer which meets our needs being subject to the compliance rules of RIAs and the SEC/NASD. The Message Archiver makes email compliance easy by providing a hosted service built on robust and secure technology."

"Global Relay's team is excellent, providing a high level of customer service. During a recent SEC audit, Global Relay quickly assisted our firm working through a weekend to successfully and efficiently meet our needs. I can confidently highly recommend Global Relay."

Gregory H. Friedman, MS, CFP®
President & Founder, Friedman & Associates and creator of Juncture CRM

HedgeOp Compliance

HedgeOp Compliance, LLC focuses exclusively on helping hedge fund and fund of hedge fund managers meet their compliance and operational challenges. This is achieved through HedgeOp's proprietary ComplianceTrak Software and specialized compliance consulting services.

"The compliance associated with email retention can be burdensome and time consuming yet Global Relay has done an excellent job streamlining that process. After unsuccessfully trying out several other email retention products, many of our clients now utilize the Global Relay compliance archiving solution customized for hedge funds. Archiving, searching and retrieving emails for audit purposes has never been easier!"

William Mulligan, Sr.
HedgeOp Compliance, LLC

Kathryn Beller Professional Corporation

Kathryn Beller provides compliance and regulatory legal advice to money managers in New York and Connecticut. She brings 25 years of broad-based securities law expertise to her work as chief compliance officer of several SEC-registered investment advisors and as outside counsel or compliance consultant to many others. Focused on providing high-quality, customized compliance solutions to advisors with smaller staffs, Kathryn also assists with the preparation of fund documentation for managers of hedge funds and private equity funds.

"Because many of my clients are smaller shops, I recognize the need for a cutting-edge tool for monitoring and retaining electronic communications that is delivered in an affordable, easy-to-use manner. Global Relay does just this. What a value!"

Kathryn Beller
Kathryn Beller Professional Corporation

LightPort

LightPort, a leader in the design and hosting of financial sector custom Web sites, provides secure investor reporting portals specifically designed to enhance asset management firm's communication with their clients. LightPort's VirtualSafe® and WealthVue® dynamic reporting platforms integrate with leading portfolio accounting platforms such as Advent Axys® /APX® and Schwab PortfolioCenter® to securely publish electronic documents and dynamically generated client reports via a firm's existing or LightPort designed Web site.

"In 2008, we made the strategic decision to exit the email archiving business in order to focus our financial and human resources on our core business of Web-based investor reporting. After completing our due diligence on various compliance email archiving vendors, we unanimously selected Global Relay as the best in class in terms of technology, user interface, and client service. The process of transitioning our email archiving clients was handled in a timely and professional manner and thus we remain very confident that our valued clients are in good hands with respect to their current and future message retention needs."

John Ferrari
LightPort

MCS

Micro Com Systems has been involved with Electronic Document Management for the last twelve years and offers personalized service with regards to the implementation and training of Global Relay's email solutions.

"MCS is proud to be a partner with Global Relay - MCS has been involved with Electronic Document Management for the last twelve years and works with Global Relay to address the next "big problem" with EDM, how to archive email effectively."

Steve Smith
Micro Com Systems Ltd.

National Compliance Services

National Compliance Services, Inc. provides registration and compliance services for investment advisors, hedge funds and broker-dealers servicing more than 6,000 clients, both domestically and internationally.

"Global Relay offers an exceptional compliance solution customized for our investment adviser, hedge fund and broker-dealer clients to address issues surrounding email, instant messaging and Bloomberg."

Ken Kaltman
Director, National Sales

NavigateStorage, established in 1999, specializes in data protection. Its solutions include email archiving, both hosted and in-house to address government regulations, legal discovery, instant message compliance and good governance, as well as for storage, backup, disaster recovery and security (Anti-Virus, Anti-Spam and data leakage).

"NavigateStorage has been selling, installing and supporting in-house email software since 2001. Although we sold only the market leaders, we received complaints about the limitations of these systems; hardware requirements, management time, software upgrades and constant re-training. Global Relay’s Message Archiver eliminates those negatives allowing customers to focus on their core business, not IT. Global Relay is a dream come true."

J.R. ADDLESBERGER
President & CEO

Net One Systems

Net One Systems provides network systems that add high-quality technical services to company verified products. Net One Systems provides highly reliable, value-added and comprehensive solution which includes consultation, design, creation, and management services.

"Net One Systems is pleased to lead Global Relay's expansion of the Message Archiver services into the Asian Pacific markets. Until now, there has not been an email and instant message archiving service in Japan that complies with North American and Japanese regulations to address this corporate demand. After an intensive selection process by Net One Systems, we chose Global Relay's Message Archiver due to their robust archiving technology and compliance expertise."

Fumiaki Yamasaki
General Manager, Security Business

Octopus

Octopus Networking is a New York based international IT Consulting firm that allows small and medium sized businesses to successfully implement technology to improve business results.

"Global Relay’s Message Archiver has benefits far beyond email compliance - it's also an important productivity tool. First, email can be referenced later in seconds, so there is no need to spend time managing your email into neat little folders like so many pieces of paper. Second, the Message Archiver is a great collaborative tool to share client facing email with the team. Finally, it gives a business owner such as myself the visibility to know what was communicated to our clients. Beyond all of these benefits, Global Relay is a company you can trust with your most important asset - your data."

Benjamin Irvine
President, Octopus Networking

Qualitas-IT, whose directors have a combined working knowledge of 25 yrs in the financial and legal IT industry, specialize in the setup, support and providing additional IT services to compliment their existing infrastructure for small to medium sized financial companies in the UK.

            "We are really excited to have found the best answer for our clients in Global Relay's Archiving solution with respect to today's questions on compliance, contingency and capacity on email. Global Relay's Message Archiver is a great solution for Compliance and Information Security Officers to meet the different regulations imposed by governing bodies around the globe. It also allows companies to reduce their business continuity costs by removing the need to replicate their email systems or have them backed up. Basically, it ticks all the boxes and allows us to add an excellent solution to our portfolio.  We are honoured to be associated with such a company."

Anil Pachnanda
Director

Softek

Softek is a leading European Value Add Distributor for best-of-breed IT Computer Security and Archiving services with an extensive network of Channel Partners who comprise of specialist resellers, consultants and system integrators.

"We are delighted to be working with such an innovative company as Global Relay. We searched for a comprehensive message archiving solution for over a year. Having looked at many solutions we found that Global Relay's unique Message Archiver solution to fit perfectly with our best-of-breed philosophy."

Jason Thompson
Managing Director, Softek

Welsh

Welsh Consulting, Inc a Microsoft Gold Partner based in Boston, MA, specializes in providing IT strategy, ongoing computer system support and project consulting services to small and mid-sized businesses.

"We chose to partner with Global Relay in August 2007, after spending the prior two years recommending Global Relay's compliance solutions to our clients. Their hosted approach to messaging compliance, superior product and customer service performance fit our clients' needs perfectly. We're looking forward to building on our relationship now that we're an official partner with Global Relay."

Matt Stocking
Vice President, Welsh Consulting

Complete your Global Partner Program application online today.