Compliant texting from personal phones.
No second phone.
No new number.
No external app.
Contact-level whitelisting keeps personal texts private.
Built for SEC and FINRA regulated firms.
Ari Grant
Greenfield Advisory
Can you send the updated allocation summary before Friday’s review?
Of course. I’ll send it over this afternoon.
Delivered
Perfect, thank you.
Business contact · Captured
Contact-level whitelisting ensures business texts are archived.
Personal texts stay private.
Jordan Bell
Client Captured
Client Captured
Priya Nair
Client Captured
Client Captured
Mom
Private
Sam Carter
Private
Reduce false flags by 99% with Contextual AI.
Every message is reviewed in the context of SEC and FINRA recordkeeping rules.
See how the review worksReview
Can you send the updated allocation summary before Friday’s review?Reviewed
Of course. I’ll send it over this afternoon.Reviewed
Perfect, thank you.Reviewed
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