Solutions

Social Media Archiving

Compliance without changing the way you work
Quick setup, no obligation

Effortless Archiving

Just one quick connection, and your posts, comments, and direct messages across social media automatically sync straight from your account into our secure, encrypted software.

An all-in-one solution covering LinkedIn, Facebook, X, Instagram, YouTube, StockTwits, TikTok*, Reddit*, and more.

No duplicate accounts. No multiple logins. No extra apps to use.

The best part? It works automatically. Our social media archiving software keeps you compliant with the SEC and FINRA.

Social media icons on dark background

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

Learn More

Social Media

LinkedIn / Facebook / X / Instagram / YouTube
StockTwits / TikTok* / Reddit*
* Coming soon

Learn More

Online Chat/Messaging

Microsoft Teams / Slack / Zoom Chat / Bloomberg IB / LinkedIn – InMail

Learn More

Email

Microsoft Outlook 365 / Google Gmail / Other Email

Learn More

Compliance without changing how you work
Simplify client communications compliance with tools built for speed and accuracy