iMessageEffortless iMessage Archiving for Financial Advisors & Regulated Firms
Archive Intel is an iMessage archiving and compliance software designed for Financial Firms, RIAs, Financial Advisors, Asset Managers, Private Equity, Hedge Funds, Insurance Agents, Banks, and more.
Just one quick connection, and your text messages with clients and prospects automatically sync straight from your iPhone into our secure, encrypted software.
No separate cell phone. No multiple logins. No extra apps to use.
The best part? Your personal text messages with family and friends stay completely private. We never read, see, or archive them. Our iMessage archiving software is intuitive, easy to use, and the smartest way to keep your firm compliant with the SEC and FINRA.
Quick Setup No Obligation
Automatically Archive Your iMessages with Clients
Staying compliant with financial industry regulations is now easier than ever. As former financial advisors, we built Archive Intel to reduce the compliance hassles of storing your team’s electronic communications with clients, prospects, and the public.
Setup In Seconds
Simply connect your account, and our archiving software does the rest. iMessages sync automatically from your iPhone. Effortlessly archive and store your text messages and other communications with clients, prospects, etc.
Financial Industry Compliance
Our iMessage archiving software is specifically designed around SEC Rule 17a-4 and Rule 17a-3. Archive Intel reduces the headaches and manual work of record keeping. Plus, our optional Ai features make audits and reporting a breeze.
Advanced Data Security
We’re SOC 2 Type 1 certified, with our Type 2 certification already in progress. Archive Intel meets the highest industry standards for data protection. Our platform uses advanced encryption to ensure your communications are stored securely.
How Does Our iMessage Archiving Software Work?
Connect Your iPhone and Phone Number
Link your iPhone phone number to Archive Intel in seconds. No new apps or separate logins are required. Our platform simplifies onboarding with clear instructions and dedicated support from our friendly team of humans. In fact, you can expect onboarding to take less than five minutes.
It’s super easy, and our friendly support team is here to help.
Select Your Client Phone Numbers
Easily select which client numbers to archive, and fully exclude your private personal contacts. Our software’s intuitive dashboard lets you manage and update your chosen contact lists with ease, ensuring only your business-related messages are archived.
Your personal text messages with friends and family never get archived.
Once your iPhone text messages are connected, Archive Intel takes care of the rest. Use your own keywords lexicon to flag compliance issues, or let our automated Ai-powered system handle it for you. Either way, our software cuts down on 90% of false positives and thousands of hours per year in manual auditing and records cleanup.
You have 100% ownership of your data. Export your info anytime, with zero extra fees.
Is your firm compliant with financial industry regulations?
SEC & FINRA Compliance for iMessages
Compliance is non-negotiable in the financial industry. The U.S. Securities and Exchange Commission (SEC) has rapidly increased enforcement, penalizing firms of all sizes with billions of dollars in fines.
Archive Intel is purposely built to meet stringent regulations, including SEC Rule 17a-3, Rule 17a-4, Rule 204-2, FINRA Rule 3110, and other state-level requirements.
Record Keeping Retention
Our platform ensures all client communications are archived and stored securely for up to six years, as required by law.
Real-Time Monitoring
Stay ahead of audits with proactive flagging of non-compliant messages. Our AI provides context-based reviews to minimize errors and improve oversight.
Audit-Ready Reports
Easily customize and view your compliance reports. Whether for internal reviews or external audits, Archive Intel ensures your data is always organized and accessible.
Why Choose Archive Intel?
We make regulatory compliance for your finance firm easier than ever.
ARCHIVE TEXT MESSAGES
Archive your iPhone text messages automatically.
Effortlessly capture and store your business communications without installing separate apps. iMessages sync automatically, saving you time and ensuring everything is stored securely. Unlike legacy systems, Archive Intel requires no technical expertise. Just connect your account, and the software does the rest.
ALL YOUR CHANNELS
Enjoy a simple single-platform solution.
Easily connect all your tools like Outlook, Salesforce, WhatsApp, Zoom, Slack, and more, keeping all your compliance and communication needs in one centralized platform. This ensures your entire tech stack works seamlessly together, reducing complexity and making compliance effortless.
BUILT IN AUTOMATIONS
Our customers report 90% reductions in false positives.
It’s time to move past the days of manually wading through junk emails, and messy keyword filters. Turn on our optional Ai-powered compliance system, and enjoy the efficiency of contextual pattern recognition and a robust compliance algorithm that cuts down your audit hours with a single click.
FULL CONTROL
It’s 100% your data, always and forever.
You’ll never pay a fee to export or migrate your data from our software. Our competitors charge extra fees to export data – or worse, they prevent data exports entirely. That’s never the case with Archive Intel. You own all your data. You have complete control every step of the way.
PERSONAL PRIVACY
Your messages to family and friends stay private.
You choose which contacts to archive, so your professional communications are captured while personal conversations remain completely private. With our advanced whitelisting feature, you can select specific client contacts to archive, ensuring compliance while respecting personal privacy.
AI POWERED COMPLIANCE
Make artificial intelligence (Ai) your new best friend.
Turn on advanced Ai features to cut down on tedious manual reviews. Our AI flags potentially non-compliant communications, and also provides context-aware filtering to dramatically reduce false positives, saving your compliance team valuable time and resources.
TRANSPARENT PRICING
Affordable for financial firms of all sizes.
Whether you’re a one-person shop or a large financial enterprise, we scale to meet your needs. Unlike competitors, we believe compliance shouldn’t break the bank – our platform delivers premium features that are built to scale up as your organization grows.
Archive your text messages, emails, chats, and social media – all in one place.
Frequently Asked Questions
Archive Intel was built to save you time by offering easy iMessage archiving, a modern user interface, and an amazing client experience.
Do you read or archive my private text messages?
Absolutely not. With our advanced whitelisting feature, you can choose which business contacts to archive while keeping your personal conversations entirely private. This means that texts with friends and family won’t be monitored, stored, or archived, allowing you to maintain complete privacy in your personal life while staying compliant in your professional one.
Can I import text message history from past years?
You can! You’ll be able to import any prior data archives, or sync your communications and messaging history directly through our integrations during setup and onboarding. Our friendly and skilled team will help you every step of the way.
How long does setup and onboarding take?
Onboarding with Archive Intel is quick and hassle-free. Most users are fully set up and operational within 5–15 minutes, even for small teams or firms with basic integrations. For larger organizations with multiple systems or platforms, our streamlined process ensures that you’re ready to go in no time, with clear guidance every step of the way.
Do you work with finance industry companies of all sizes?
Yes! Archive Intel is designed to scale with your needs. We serve everyone from small, independent financial advisors and Registered Investment Advisors, to large enterprises, including asset managers, broker-dealers, banks, and more. Our flexible pricing and customizable solutions ensure that firms of any size can achieve compliance efficiently and affordably.
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.
“Efficiency and accuracy are always top priorities, especially when it comes to compliance. Since our firm relies heavily on video and social media, it was crucial to find a platform that could archive and allow for easy review of these channels, along with email and text messaging. This year, we found the perfect all-in-one solution with Archive Intel. We can now save hours each month on required reviews and can generate reports effortlessly with just a few clicks. We are extremely pleased with our decision to partner with Archive Intel and highly recommend them to any firm seeking to streamline compliance processes while reducing decision fatigue.”
Matt Blocki, CFP®, CHFC®, RICP®
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
“Archive Intel has revolutionized how we manage archived data. With everything consolidated and secure in one platform, we access information instantly, cut costs, and stay compliant. It’s transformed our data from a burden to a strategic asset.”
John Clark, Managing Director
Royal Park Partners
“Managing compliance responsibilities used to feel like a daunting, time-consuming task, but Archive Intel has made the entire process seamless and efficient. Their intuitive platform and expert support have not only saved us countless hours but also given us confidence that we’re staying on top of our compliance obligations.
They’ve become an invaluable partner in helping us run our business more smoothly and effectively.”
Samuel Deane, MBA
RORA WEALTH
Ready to Simplify Your Records Keeping and Compliance?
See how our AI-powered iMessage archiving software can keep your organization compliant, while saving time and money.
Seamless Compliance. Intelligent Archiving.
All In One Easy To Use Platform.
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.