Channel Coverage

Every channel your firm uses. One platform.

Archive Intel captures business communications across text, email, LinkedIn, social media, chat, web, and more. Reviewed, archived, and ready for retrieval on demand.

SEC 17a-3 Records required
SEC 17a-4 Recordkeeping
SEC 204-2 Adviser records
SEC 206(4)-1 Marketing rule
FINRA 2210 Public communications
FINRA 3110 Supervision
FINRA 4511 Books and records
Every Channel

Captured natively. Archived automatically.

Each channel is captured directly. No workarounds, no manual uploads.

Text Messaging

Captures business texts from personal iPhones using Apple's native Messages app. No second phone, no new number, no external app. Contact-level whitelisting or blacklisting keeps personal conversations private.

Learn more about text archiving

Captures business communications using WhatsApp from your personal device. Contact-level whitelisting or blacklisting keeps personal messages private.

Learn more about text archiving

Captures business texts using the Android default messaging app. Contact-level whitelisting or blacklisting keeps personal conversations private.

Learn more about text archiving

Captures SMS sent through Zoom Phone's business messaging system. Learn more about Zoom SMS archiving

Captures compliant text communications through the MyRepChat platform, designed for financial professionals. Learn more about MyRepChat archiving

Captures SMS and messaging sent through RingCentral's business phone and communication platform. Learn more about RingCentral archiving

Captures SMS, team messaging, and call records sent through the 8x8 business communications platform. Learn more about 8x8 archiving

Social Media

Archive Intel is an official LinkedIn Regulatory Compliance Partner. Capture posts, comments, direct messages, profile updates, post reactions, videos, and images through our trusted integration with their API.

Learn more about LinkedIn archiving

Captures posts, comments, and stories from Facebook business pages and profiles. Learn more about Facebook archiving

Captures posts, replies, retweets, and reactions from registered business accounts on X. Learn more about X (Twitter) archiving

Captures posts and stories on Instagram business accounts. Learn more about Instagram archiving

Captures video posts, descriptions, and comments from firm YouTube channels. Learn more about YouTube archiving

Captures posts and conversations on StockTwits, the financial social network used by advisors and investors. Learn more about StockTwits archiving

Chat & Collaboration

Captures all channels, direct messages, and file shares within the firm's Slack workspace. Supports public, private, and shared channels. Learn more about Slack archiving

Captures team channels, direct chats, and shared content across Microsoft Teams. Integrates with existing Microsoft 365 environments. Learn more about Microsoft Teams archiving

Captures in-meeting and persistent Zoom chats, including messages sent during and outside of scheduled meetings. Learn more about Zoom Chat archiving

Captures Bloomberg Instant Bloomberg (IB) messages used by financial professionals for real-time client and counterparty communications. Learn more about Bloomberg IB archiving

Email

Captures all sent and received emails, including attachments, through Microsoft Outlook and Exchange. Works with both on-premise and cloud environments.

Captures all sent and received emails across Google Workspace accounts. Supports individual and shared mailboxes.

Web & CRM

Captures form submissions, live chat conversations, and website changes.

Captures and syncs communications logged within Salesforce CRM. Archive Intel is agnostic to your existing tech stack.

Captures client communications logged in Wealthbox CRM, designed for independent financial advisors and RIAs.

Captures communications from Microsoft Dynamics 365, supporting firms that manage client relationships in the Microsoft ecosystem.

Captures communications from the Slant platform.

Captures communications from the Skematic platform.

AI Note Takers

Captures AI-generated meeting notes and summaries from Zocks, a financial services meeting assistant. Notes are archived alongside other communications in a single record.

Captures meeting transcripts and AI-generated notes from Jump, preserving meeting records as part of the firm's complete communication archive.

Don't see your channel? Let us know.

Oversight without gaps.

Every firm's channel mix is different. Book a demo and we'll walk through exactly what coverage looks like for your team and your regulatory requirements.

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