Largest Asset Management Firm
This asset management firm selected Hanzo to archive their SharePoint based broker/dealer website and application to ensure FINRA and SEC 17a-4 compliance.

One of the world’s largest asset managers, this company is a leading integrated financial services provider, with a worldwide presence, across 70 countries serving over 70 million customers and specializes in insurance, banking and asset management.
With a strong culture in encouraging sustainable development, the business has set standards in its inclusion of environmental and climate protection on its corporate agenda.
For this client, Hanzo archives their customer-facing websites and broker/dealer applications, implemented in SharePoint. This sophisticated archive can recreate the content, complete with investment product information, performance indicators, and analytics, dynamic site navigation and in-page context sensitive presentation of complex investment information exactly as it is on the live web. Fully recreating the user experience for the regulator.
In a rigorous selection process and return on investment computation, Hanzo’s solution was found to be both technically superior and well as the most cost effective.