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About AdvisorMail

AdvisorMail User Guide

Veritas™ AdvisorMail is a comprehensive archiving and compliance solution that is designed to seamlessly archive, monitor, search, and retrieve emails and instant messages (IMs). It also meets FINRA, SEC, GLBA, SOX, and HIPAA regulatory requirements.

AdvisorMail automatically and securely captures, indexes, archives, and backs up emails and IMs in a central online repository. Approved personnel can quickly and easily monitor, search, and retrieve messages anytime. AdvisorMail helps your organization meet compliance and retention requirements without making the costly upfront investments in hardware, software, integration services, or IT personnel.

This guide describes how you can configure and manage your AdvisorMail environment, and how to perform compliance activities on your archived messages.

Recent updates to AdvisorMail

The February 2018 release contains a number of updates, including the following enhancement:

  • The AdvisorMail sign-in screen now includes a Forgot password? option. This option enables users to reset their AdvisorMail password without making a request to the administrator. AdvisorMail sends a new temporary password to the user's primary email address. After sign-in with this temporary password, the user is prompted to set a new password.

For details of all the updates in this release, and for information on the updates in previous releases, see the AdvisorMail release notes on the Veritas Support site.