Automatic Email Archiving
Just one quick connection, and your emails with clients and prospects automatically sync into our secure, encrypted software. Compatible with Gmail, Microsoft Outlook, and more. No separate email account, multiple logins, or extra apps to use.
Personal conversations stay private. Only business messages are captured, by design. Our email archiving software is intuitive, easy to use, and the smartest way to keep your firm compliant with the SEC and FINRA.
Who We're Built For
RIAs and Financial Advisors
Asset Managers
Banks
Insurance Agents
Private Equity
Hedge Funds
Financial Firms
And More
Key Benefits
AI efficiency
Reduces manual compliance workload by up to 85%, including scheduled random reviews
Accuracy you
can trust
Reduces false flags
by up to 99% percent
All-in-one coverage
Archives and consolidates reporting across all major channels, including social, text, chat, email and web
BYOD support
Text whitelisting and blocklisting supports BYOD and policy adoption without added risk
Data ownership
Never pay to access your own
archived data
Pricing flexibility
Scales by users and connectors, not rigid licensing tiers
Connectors
Text Messaging
Apple iMessage / Android SMS / WhatsApp / Zoom Phone/SMS / RingCentral / MyRepChat / Telegram* / WeChat*
* Coming soon
Social Media
LinkedIn / Facebook / X / Instagram / YouTube
StockTwits / TikTok* / Reddit*
* Coming soon
Online Chat/Messaging
Microsoft Teams / Slack / Zoom Chat / Bloomberg IB / LinkedIn – InMail
Microsoft Outlook 365 / Google Gmail / Other Email
