Effortless communication archiving and monitoring for financial firms, powered by AI
Archive Intel is an AI-powered client communication archiving software platform designed for simplicity and precision. Seamlessly capture emails, iMessage w/ Whitelisting, text messages, social media content, websites, off-channel communications, and more. Meet regulatory obligations with ease through the power of artificial intelligence.
Quick Setup No Obligation
Powerful integrations, right out of the box
Reduce flagged false positives and more with the Power of AI
Archive Intel was built by a team of industry professionals who understand the challenges advisors face with meeting regulatory requirements. With an intuitive workflow and modern interface, our solution enhances the user experience, saving firms both time and money.
Simplified & Efficient Compliance
Archive Intel was purpose built from the ground up to ensure full compliance with SEC Rule 204-2 and 17A-4. Our comprehensive platform captures and archives communications, including iMessages, WhatsApp, text messages, emails, social media posts, websites, and off-channel activities.
Reduces False Positives
Powered by AI, Archive Intel removes disclosures and spam from being flagged for review saving you more time to work on other compliant tasks. Archive Intel’s SLM also reduces the amount of false positives by reviewing tens of thousands of keywords and phrases to reduce false positives by 90%!
Feature Rich & Easy to Use
Effortlessly monitor and manage your data with features like iMessage and WhatsApp whitelisting, export capabilities, bulk reviews, saved reviews, and automated domain blacklisting. With free exports and quick reports, our user-friendly system gives you everything you need to meet compliance.
Connect All of Your Communication Platforms
Archive and monitor text messages, iMessages, emails, social media, websites, and chat platforms. Free data exports, powerful reports, conduct bulk reviews, saved reviews, automated blacklisting of domains, and much more.
Dedicated Support & Uncompromising Security
Archive Intel is built and operated by industry veterans with deep regulatory, infrastructure, software, and corporate operations knowledge. We understand the importance of data security through first-hand experience and industry-leading certifications. Learn more about how we protect your data.
Easy Installation for a Seamless Transition
Our installation and support team guides you every step of the way. With a swift, efficient on-boarding process that typically takes less than an hour, we ensure a seamless transition.
Dedicated Client Support
Our experienced and empowered client support team is here for you. Whether by phone, chat, or email, we’re committed to making your experience smooth and productive.
Robust Cloud Infrastructure
Your data is our top priority. Our cloud infrastructure is AWS SOCIII security compliant and we have completed SOC 2 Type II certification. Learn more about what that means for your data.
Bank Level Encryption
All data interactions and archives use bank-level 256-bit AES encryption, ensuring safe data storage and transfer.
Frequently Asked Questions
Archive Intel was built to save you time by offering easy workflows, a modern user interface, and an amazing client experience.
Can I import my data?
Yes, we are making the process as easy as possible for our clients to be able to do this themselves or we will do it for you. (EML or PST files)
Do you charge to export data?
No, you can export your data or any report at any time or contact our support and we will do it for you.
How safe is my data?
Very safe! We have AWS SOC3 security and have completed our SOC 2 Type II certification.
What are your support hours?
Your dedicated support specialist is available from 9am to 5pm EST. Our email support is available 24/7. We will return all emails within an hour during available hours and within a day for after hours emails.
Customers Archive Intel
Don’t take our word for it, hear what our customers have to say about the ease and simplicity of Archive Intel.
“As the COO and CCO of EWA, LLC., efficiency and accuracy is always of utmost importance to me, especially when it comes to compliance. Since our firm uses video and social media extensively, finding a platform that could archive and allow for review of these accounts in addition to email and text messaging was essential. We found our all-in-one solution with Archive Intel this year. I save multiple hours each month conducting required reviews and can quickly create reports to reference with just a few clicks. We could not be happier with our decision to sign on with Archive Intel and highly recommend them and their team to any firm looking to reduce decision fatigue and stress while streamlining compliance processes.”
Stephanie G. Bogden WMCP®, MBA
Equilibrium Wealth Advisors
“We love AI! It’s the most simple and cost effective archiving and compliance solution for RIA’s and financial advisors.”
Andrew Evans
Rossby Financial
“Best archiving tool I’ve ever used.. and you can’t beat the cost.”
Nicholas Gudz
Succession Link
Seamless Compliance, Intelligent Archiving,
& Zero Headaches
Ready to take the stress out of compliance? Request a demo or on-boarding with our experts to see how our solutions can transform your business. We’re here to help you navigate the compliance landscape, so you can thrive, no matter the industry.