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The Challenge: Lack of Control and Flexibility Over Archiving
Dynasty Financial Partners supports a wide network of RIA firms, helping them manage compliance through tools, training, and technology - including communications archiving. However, their previous digital communications archiving provider introduced major operational friction.
When one of Dynasty’s partner RIAs had a compliance issue, they couldn’t help - at least not directly - as the third party controlled the keys. That made Dynasty look reactive, not reliable. And that wasn’t acceptable.
Dynasty couldn’t manage or access archives directly. If one of their partner firms had a problem, Dynasty had no way to assist - everything had to be escalated through another company. This made Dynasty appear hands-off and disconnected in the eyes of its partners.
Beyond support issues, there was also a lack of flexibility. There was no enterprise admin role that gave Dynasty visibility across firms, and data export fees were prohibitively high. Dynasty knew it needed more control, better pricing, and a partner - not a gatekeeper.
The Solution: A Centralized Archiving Ecosystem Built for Oversight
Dynasty turned to MirrorWeb after evaluating multiple vendors. What stood out wasn’t just the functionality - it was the people. Even MirrorWeb’s CEO visited Dynasty in person to understand their needs and deliver on promises.
MirrorWeb's solution gave Dynasty full visibility across all its partner firms. If the network partners had any questions or required any training, Dynasty could see what they were seeing and provide effective help and service. This restored Dynasty’s ability to actively support its partners - a key priority.
Beyond oversight, MirrorWeb made day-to-day operations easier. Email supervision was user-friendly. Onboarding was fast. And support extended to every communication channel - email, social, websites, mobile, SMS, and more.
The Impact: Faster Support, Stronger Relationships, Scalable Compliance
Dynasty now resolves partner questions in minutes, not days. Support tickets that once bounced between firms and vendors now get handled directly. MirrorWeb gave them control back and made Dynasty a more valuable ally to every RIA they support.
The usability and support were major wins, particularly MirrorWeb’s responsiveness, ongoing product innovation, and commitment to collaboration. Dynasty now recommends MirrorWeb as the go-to archiving provider for new firms they onboard.
What started as a need for more control has grown into a trusted partnership. MirrorWeb helps Dynasty deliver smarter compliance at scale - with the flexibility, support, and oversight today’s RIAs demand. Dynasty didn’t just switch vendors. They built a better model for compliance oversight - one that scales with every new RIA they bring into the fold.
Today, Dynasty recommends MirrorWeb as their go-to compliance archiving provider because control, flexibility, and trust shouldn’t be optional.
