OutlookEffortless Microsoft Outlook Archiving for Financial Advisors & Regulated Firms
Archive Intel is a Microsoft Outlook 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 to your Microsoft Outlook 365 account, and then any emails with clients and prospects automatically sync directly into our secure, encrypted software.
No separate email account. No multiple logins. No extra apps to use.
The best part? Your personal life emails with family and friends stay completely private. We never read, see, or archive them. Our Outlook 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 Outlook Emails To Your 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. Outlook emails automatically sync from your account, so you can easily archive and store your communications with clients, prospects, etc.
Financial Industry Compliance
Our Outlook archiving software for financial firms is specifically designed around SEC Rule 17a-4 and Rule 17a-3. Archive Intel reduces the headaches and manual work of record keeping. 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 Microsoft Outlook Archiving Software Work?
Simply Connect Your Microsoft Outlook Account
During setup, just login one time to your Microsoft Outlook account. From then on, no new apps or separate logins are required. Our platform simplifies onboarding with clear instructions and dedicated support from our friendly team. 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.
Identify Which Email Addresses Are For Work
Easily select your client email addresses to archive them, 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 emails are archived.
Your personal emails with friends and family never get archived.
Our Software Does The Rest
Once your Microsoft Outlook account is 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 no extra fees.
Is your firm compliant with financial industry regulations?
SEC & FINRA Compliance for Microsoft Outlook
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 YOUR EMAILS
Archive your Outlook emails automatically.
Effortlessly capture and store your business communications without installing separate apps. Outlook emails 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.
In addition to Microsoft Outlook, you can easily connect other communications channels as well. Manage compliance for your Linkedin Posts, iMessages, Microsoft Teams, and more – all from one single, intuitive dashboard. This eliminates the need for multiple tools and creates a centralized compliance hub.
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
Emails to family and friends stay completely 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 emails, text messages, chats, and social media – all in one place.
Frequently Asked Questions
Archive Intel was built to save you time by offering Microsoft Outlook archiving for Financial Advisors, RIAs, Asset Managers, etc. – with one simple user interface, easy setup, and amazing customer support.
Do you read or archive my private personal life email 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 chats, texts, and emails 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 email archives 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 services companies of all sizes?
Yes! Archive Intel is an archiving, records keeping, and compliance software designed for financial services firms, RIAs, wealth asset managers, private equity, hedge funds, insurance agents, banks and more. It’s designed to scale with your needs. We serve everyone from small, independent financial advisors and Registered Investment Advisors (RIA), 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
Fin.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 Microsoft Outlook archiving software can keep your financial firm 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.