All -in-One Compliance Archiving for Client Communications
Monitor and review text, email, social media, website, video, chat, marketing, and more with AI built for SEC and FINRA recordkeeping rules.
AI Marketing Review
manual workload
Two powerful solutions
One seamless platform
Archive Intel is an AI-powered client communication archiving, record keeping, and compliance software platform designed for simplicity and precision across regulated industries.
From independent advisors to global enterprises, Archive Intel delivers scalable compliance solutions customized to your firm’s size, structure, and workflows.
AI Communications Archiving
Comprehensive Channel Coverage
Automatically archives text, chat, email, social, and web content — no gaps, no surprises.
AI-Powered Efficiency
Reduces manual compliance workload by up to 85% and false positives by up to 99%, helping teams focus.
Flexible, Policy-Based BYOD
Enable compliant use of personal devices with whitelisting and blocklisting, seamless integration with CRM platforms, and real-time oversight — no second phones or extra numbers required.
AI Marketing Review
Minimize Compliance Risk
AI scans documents for high-risk terms, performance claims, and testimonial language to comply with SEC Marketing Rule 206(4)-1, optimizing review efficiency and accuracy.
Eliminate Time-Consuming
Review Cycles
AI delivers compliant, contextual suggestions that can be accepted and time-stamped within the platform, driving streamlined workflows and faster approvals.
Streamline Compliance
Review & Archiving
Submit, approve, and archive in one system. No extra uploads. No scattered email threads.
Audit-Ready Transparency
All edits, comments, and actions are time-stamped and archived, while approved documents are securely stored to maintain version control and ensure audit readiness.
Compliance Oversight
Your compliance team retains full oversight and final approval, streamlining workflows and saving time without sacrificing control.
When we say we’re
built for you, we mean it
Full Data Access, No Hidden Fees
Unlimited access to your data, including free uploads, exports, downloads, and custom reporting — ready whenever you need it.
Built to Scale
Pricing is customizable by user and connector. No one-size-fits-all licensing tiers. Just what you need, when you need it, without hidden download or export fees.
Enterprise-Grade Security
Our clients say it best
FAQs About Archive Intel
What does Archive Intel do?
Archive Intel is an AI-powered platform that captures, reviews, and archives all digital client communications including iMessage, text, email, chat, social media, and web to help financial firms meet SEC and FINRA compliance requirements without disrupting how teams, advisors, and clients prefer to communicate.
Who is Archive Intel built for?
Archive Intel serves financial advisors, RIAs, broker-dealers, and enterprise compliance teams who need to retain and supervise client communications across multiple digital channels. Whether you’re an independent firm or part of a larger institution, we tailor to your workflow and scale.
How is Archive Intel different from other archiving solutions?
Archive Intel delivers a unified, intelligent platform that reduces manual compliance work by up to 95% and cuts false positives by 99%, while providing real-time oversight and instant reporting. It is the only solution that archives text messages from personal phones without the use of additional apps, numbers, or devices.
Who is Archive Intel built for?
Archive Intel serves financial advisors, RIAs, broker-dealers, and enterprise compliance teams who need to retain and supervise client communications across multiple digital channels. Whether you’re an independent firm or part of a larger institution, we tailor to your workflow and scale.
Does Archive Intel support iMessage and text compliance?
Yes. We capture iMessage, Android SMS, and messaging apps like WhatsApp via native app integrations. Our privacy-respecting whitelisting approach supports bring-your-own-device (BYOD) policies by capturing only approved client conversations.
What channels are covered by Archive Intel?
Archive Intel supports text (iMessage, Android SMS, WhatsApp), email (Gmail, Outlook), chat (Slack, Teams, Zoom, Bloomberg), web/HTML, social platforms (LinkedIn, YouTube, X/Twitter, Meta) all in one unified archiving system.
How quickly can our firm get set up?
Most firms are up and running in under 15 minutes. Our team guides the onboarding process to make implementation fast, simple, and disruption-free.
Can I generate reports instantly for audits or exams?
Yes. Archive Intel’s platform includes on-demand reporting with full audit trails and no export fees. Reports can be customized based on timeframe, communication channel, person, and keyword. You can create and download exam-ready documentation in seconds.
