Jatheon Technologies Inc.

Govern your communication and comply with regulation

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Data Archiving for Financial Services

Retain and monitor communication channels for compliance and ediscovery

Gartner-approved financial services solutions for compliance with FINRA, SEC Rules 17a-3 and 17a-4, SOX, FCA and FFIEC.

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ONE OF THE TOP-RATED DATA ARCHIVING PRODUCTS ON INDEPENDENT PLATFORMS

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Gartner 4.8 / 5




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Capterra 4.7 / 5




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G2 Crowd 4.5 / 5




GuideEffective and compliant electronic communication

Workplace Communication Guide for Regulated Industries

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Archiving Solutions for Financial Industry: Social Media, SMS, Bloomberg & Email Archiving

Ensure compliance with FINRA and SEC rules

Automate the retention of electronic records and meet the requirements outlined in FINRA rules 3110, 4511, 8210, SEC Rule 17a-4 and Regulatory Notice 17-18.

Enable capture across various platforms

Centralize the retention of email, social media, text messages, calls, and chat apss like Bloomberg to solve search, retention and production challenges across the board.

Meet NARA’s records management requirements

Simplify compliance workflow

Customize and centralize retention schedules, prevent alteration and deletion of data, and monitor all user activities in the archive.

Optimize audits and ediscovery

Faster and more efficient data ediscovery thanks to powerful search, case management, PII redaction and audit capabilities.

Improve the speed of search and production of records

Find any information easily and export it to various formats thanks to the SLA-guaranteed, fast and easy-to-use advanced search and export features.

Improve records and user management

Create an unlimited number of user roles and manage users’ level of access to the archived data by assigning each role with unique, customizable permissions.

Jatheon is listed in the FINRA Compliance Vendor Directory.

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A single data archiving, compliance and risk management solution for the financial services organizations

Email archiving

Jatheon’s email archiving solutions for financial services integrate with all major email providers, and can be deployed as on-premise, virtual or AWS-based systems. Emails are indexed and retained together with attachments. 20+ Advanced Search criteria to narrow down your queries and comb over 1M+ email records in under 5 seconds. Compatible with Bloomberg email.

Seamless integration with all major email platforms

Custom-tailored solutions that archive email, social media, IM, calls and text messages

SMS, chat and social media archiving

With Jatheon’s financial services solutions for cross-channel conversations, you can retain records from Facebook, Twitter, Instagram, capture content from chat and collaboration apps like Bloomberg Chat, MS Teams, and WhatsApp, as well as text messages and voice calls. Everything is captured with full context and in evidentiary quality, including edits and deleted messages.

Designed for the financial services sector

Jatheon’s compliance solutions are built to support banks, insurance companies, financial advisors, broker dealers, wealth and asset management and other FINRA member firms to mitigate risks, respond to legal queries and communicate compliantly. Full compliance with requirements of SEC 17a-4(b), SEC 204-2, SEC 206(4)-7, SEC IA-2204, FINRA 4500, FINRA 4512, Regulatory Notices 10-6, 11-39, and 17-18.

Free software updates, hardware maintenance, 24/7 tech support and monitoring

Free, automated migration from legacy and competitor systems

Seamless migration from other systems

Thanks to Jatheon’s own automated migration tool, we can transfer your current or legacy data from most competitor systems, minimizing hiccups and errors. Zero effort and minimal participation on your end, with 24/7 support by our team of engineers. No queuing – your legacy data is migrated while real-time archiving takes place.

Multi-zone redundancy, tamper-proof storage, encryption and 2FA

Included in Gartner’s 2022 MQ for Data Archiving

Data privacy by default: Sunshine Laws, FOIA, GDPR, MiFID II

Clear, predictable pricing with no hidden costs

Sounds interesting? Contact us to get a 30-minute tour of our solutions.

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Some of our greatest and most valued customers are financial services organizations like yours

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Jatheon in the Press

“This product starts off the bat. You can search any topic and find it in 10 seconds. With a traditional system, it would take weeks just to restore the back-up.”

Computer Dealer News

CDN

“Jatheon is one of the few archiving vendors whose solutions get you that ‘tick’ in the compliance box as soon as possible. Easy to install and use, they come in sizes that fit all customers ‒ from small business to enterprise.”

IT Security Specialists

IT Security Specialist

Check out what our customers have to say on top-rated independent product review websites

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What our clients say about us

Jatheon is one of the best kept secrets in the email archiving world. Their advanced search is incredible. It’s easy to create a complex search using many email parameters. I can create searches and download results in minutes.

Toms River,
Regional School District

Export is extremely easy and efficient compared to other solutions I’ve worked with. The export task gets everything done in no time. It’s also very competitively priced.

Shaun Tuttle,
Marsico Capital Management LLC

Simple, easy to use, no hassle. Great support. Price is good. Hopefully in the future we will subscribe to the additional features that are available. Been using it for years.

Southwestern Oregon Community College

The support I receive from Jatheon is great. The monitoring part is the best because it allows me to focus on other duties and they let me know when there’s an issue. Thanks for everything you do!

Massillon City School District

What prompted us to find an email archiving solution was a legal issue – we couldn’t provide the emails that the lawyers needed. After a recommendation from a third party, we went with Jatheon and haven’t looked back since. Then we had another legal request and were able to supply all the emails in only 10 minutes. I would recommend this product in a minute.

DELCORA

Want to see all the features in action and learn how to optimize FINRA/SEC compliance and ediscovery?

Get in touch and we’ll organize a 1-on-1 demo of our data archiving software and answer all your questions.

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Detailed info on key archiving and compliance topics in the financial industry

FINRA Email Archiving: How to Ensure Compliance and Retain Records in Line with SEC 17a-4
BLOG

FINRA Email Archiving: How to Ensure Compliance and Retain Records in Line with SEC 17a-4

Archive Bloomberg Email and Chat on Jatheon Cloud (+ More Updates)
BLOG

Archive Bloomberg Email and Chat on Jatheon Cloud (+ More Updates)

The 2023 Quick Guide to SOX Compliance and Email Archiving
BLOG

The 2023 Quick Guide to SOX Compliance and Email Archiving

What to Look for in a Cloud Email Archiving Solution in 2023
BLOG

What to Look for in a Cloud Email Archiving Solution in 2023

Visit our Content Hub for 50+ materials – ebooks, white papers, infographics, webinars and case studies.

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Jatheon

Solutions

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Compare us to

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Jatheon

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Jatheon Blog

Once a month, get a selection of articles on compliance, eDiscovery, information archiving and more – straight to your inbox.

Awards & Recognition

Jatheon Customers Choice Award Capterra user reviews GDPR compliant

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