99% reduction in false flags
95% reduction in manual compliance tasks
Contextual AI
Built for SEC and FINRA regulated firms
iMessage · WhatsApp · Android SMS · LinkedIn · Email · Slack · Teams · Instagram · Facebook · X · Zoom · Bloomberg IB
Text · Email · Web · Chat · Social Media · Marketing Review · Official LinkedIn Partner
SOC 2 Type II Certified
99% reduction in false flags
95% reduction in manual compliance tasks
Contextual AI
Built for SEC and FINRA regulated firms
iMessage · WhatsApp · Android SMS · LinkedIn · Email · Slack · Teams · Instagram · Facebook · X · Zoom · Bloomberg IB
Text · Email · Web · Chat · Social Media · Marketing Review · Official LinkedIn Partner
SOC 2 Type II Certified
BYOD (Bring Your Own Device) Text Oversight
Compliant texting from personal phones.
- Capture iMessage, WhatsApp, and Android business texts from native apps
- Contact-level whitelisting keeps personal texts private
- Supports off-channel communication policy adoption
See How It Works
Contextual AI
Not all AI is the same.
Generative and open source AI models can lead to unintended exposure.
Archive Intel's Contextual AI was developed to identify risk in context of SEC and FINRA recordkeeping rules.
Learn More About AI
99%
reduction in false flags
95%
reduction in manual compliance tasks
Pricing
No onboarding fees. No pricing tiers. No surprises.
Customize the platform for your firm. Configure the right mix of connectors and seats, with the flexibility to scale as needed.
Configured for your firm
Activate only the channels your firm has approved. Per-seat, per-connector pricing means you pay for what you use. Nothing more.
No hidden costs
No onboarding fees. No retrieval fees. No export fees. No storage fees up to 1TB. Your data is yours to access at any time.
Enterprise
Custom plans available for larger firms, with API access, white labeling, and volume pricing. Let's build the right solution.
AI Marketing Review
Accelerate marketing reviews while preserving compliance supervision.
Before content reaches compliance, Archive Intel identifies potentially noncompliant language in context of SEC Marketing Rule 206(4)-1, surfaces suggested alternatives, and documents every review action.
Rule context attached
Every identified issue includes the implicated rule or rule category. Compliance reviews with full context, not just flagged copy.
Suggested compliant alternatives
AI surfaces revised language in context. Users accept, reject, edit, or comment. Every decision is timestamped and archived.
Complete review record
Suggestions, edits, comments, routing steps, approvals, and final decisions. Audit-ready for oversight, exams, and internal documentation.
Reporting & Data Access
Own your data.
No retrieval fees. No export fees. No storage fees up to 1TB.
$0
Retrieval & Export Fees
Access, export, or download your records at any time. Archive Intel never charges.
1TB
Free Data Storage
Stored on AWS secure servers. Push to your own data lake at no charge for larger volumes.
24/7
On-Demand Access
Pull any report at any time. No request queue, no waiting period, no approval required.
"Before moving to Archive Intel, our firm could only archive two social media platforms. Now, our Registered Reps use nearly every form of social media and text clients from their personal devices, with it all archived automatically."
Glenn DeBellGreat Point Capital
"Archive Intel has not only saved us countless hours but also given us confidence that we're staying on top of our compliance obligations."
Samuel Deane, MBARora Wealth
"The reliability and ease of use make Archive Intel easy to recommend."
Taylor KovarCEO, 11 Financial
"Best archiving tool I've ever used... and you can't beat the cost."
Nicholas GudzFin.Link
"We love Archive Intel! It's the most cost effective archiving and compliance solution for RIAs and financial advisors."
Andrew EvansRossby Financial
"Archive Intel has revolutionized how we manage archived data."
John ClarkRoyal Park Partners
"Before moving to Archive Intel, our firm could only archive two social media platforms. Now, our Registered Reps use nearly every form of social media and text clients from their personal devices, with it all archived automatically."
Glenn DeBellGreat Point Capital
"Archive Intel has not only saved us countless hours but also given us confidence that we're staying on top of our compliance obligations."
Samuel Deane, MBARora Wealth
"The reliability and ease of use make Archive Intel easy to recommend."
Taylor KovarCEO, 11 Financial
"Best archiving tool I've ever used... and you can't beat the cost."
Nicholas GudzFin.Link
"We love Archive Intel! It's the most cost effective archiving and compliance solution for RIAs and financial advisors."
Andrew EvansRossby Financial
"Archive Intel has revolutionized how we manage archived data."
John ClarkRoyal Park Partners
"Before moving to Archive Intel, our firm could only archive two social media platforms. Now, our Registered Reps use nearly every form of social media and text clients from their personal devices, with it all archived automatically."
Glenn DeBellGreat Point Capital
"Archive Intel has not only saved us countless hours but also given us confidence that we're staying on top of our compliance obligations."
Samuel Deane, MBARora Wealth
"The reliability and ease of use make Archive Intel easy to recommend."
Taylor KovarCEO, 11 Financial
"Best archiving tool I've ever used... and you can't beat the cost."
Nicholas GudzFin.Link
"We love Archive Intel! It's the most cost effective archiving and compliance solution for RIAs and financial advisors."
Andrew EvansRossby Financial
"Archive Intel has revolutionized how we manage archived data."
John ClarkRoyal Park Partners
See Archive Intel in action.
Every channel. One platform. Human-in-the-loop oversight.
