Smarsh Sites Delivers Professional, Modern Websites for Financial Services Professionals

Advisors can seamlessly create and update social, mobile-friendly websites with built-in compliance safeguards

PORTLAND, Ore.--()--Smarsh®, the leading provider of hosted archiving solutions for business communications, today announced the launch of Smarsh Sites, the new website hosting and production platform optimized for the financial services industry. Smarsh Sites users can easily create, edit and publish website content based on their design and content preferences. In addition, the unique user interface enables compliance departments to identify, view and approve all new website content in support of compliance initiatives.

“We’re excited to launch Smarsh Sites to meet the evolving needs of the modern advisor,” said Stephen Marsh, CEO of Smarsh. “It’s never been easier for financial advisors to create and update professional websites and meet their compliance obligations, without the hassle of learning and managing complex technology.”

Smarsh leveraged the experience and knowledge of the team at AdvisorSquare, acquired in 2012, to build the new Smarsh Sites platform from the ground up.

“Traditionally you had a choice between template websites that offered limited personalization or a completely custom site that was cost-prohibitive and required third-party developers to maintain or update,” said Dennis Fox, director of Web services at Smarsh. “Now with Smarsh Sites, you get the look of custom design, with all the features and functionality of a modern website, plus built-in support for compliance.”

Product Features

With the Smarsh Sites platform, advisors can take advantage of:

  • Automation tools, advanced editing capabilities and drag-and-drop features that make configuring, updating and maintaining a professional website easy for any user
  • Responsive Web design, mobile optimization and social media features that enable users to easily build and maintain a website that’s personalized for their business and that works seamlessly across any desktop or mobile device
  • Cutting-edge tools and a library of timely topical content that add interest and industry relevance
  • Unique reporting and review tools that make it easy to work with compliance teams and meet regulatory obligations

Smarsh offers group packages for broker-dealers as well as for individual advisors. Service package and pricing information is available at

About Smarsh (

Smarsh delivers cloud-based archiving solutions for the information-driven enterprise. Its centralized platform provides a unified compliance and e-discovery workflow across the entire range of digital communications, including email, public and enterprise social media, websites, instant messaging and mobile messaging. Founded in 2001, Smarsh helps more than 20,000 organizations meet regulatory compliance, e-discovery and record retention requirements. The company is headquartered in Portland, Ore. with offices in New York City, Atlanta, Boston and Los Angeles. For more information, visit, follow @SmarshInc on Twitter or like Smarsh on Facebook at


Smarsh Inc.
Ken Anderson, 503-946-6044

Release Summary

Smarsh today announced the launch of Smarsh Sites, the new website hosting, production and compliance platform optimized for the financial services industry.


Smarsh Inc.
Ken Anderson, 503-946-6044