Every post on X is a regulated communication.
Financial advisors who post about markets, investments, or their practice on X are publishing regulated content. Every post, reply, and DM is subject to SEC and FINRA recordkeeping requirements, whether it gets three views or three thousand.
Archive Intel captures all covered X communications from supervised advisors, routes them through contextual AI review, and stores them in write-once, exam-ready format.
Every X communication type. Captured in full.
From an original post to a reply thread to a private Direct Message, Archive Intel captures all covered X communications from supervised advisors.
All original posts and reposts from supervised advisor accounts, including quote posts where the advisor has added commentary.
Reply threads and conversations involving supervised advisors, captured with full context and thread history.
Private Direct Messages sent and received by supervised advisors, captured with full conversation context.
Media attachments and linked content included in supervised advisor posts, captured with the original communication.
Changes to advisor profiles and bios, which may constitute regulated marketing communications under FINRA Rule 2210.
All private LinkedIn conversations, captured with full thread context, metadata, and every attachment. Exactly as sent.
InMail and Sales Navigator outreach sent and received by supervised advisors. Prospecting counts. The same rules apply.
Every public post and article published by supervised advisors, including reshared content where the advisor has added commentary.
Comments and reply threads involving supervised advisors, including reactions. A comment exchange can carry as much compliance risk as a direct message.
Profile changes logged with before-and-after records. Headlines and summaries describing investment philosophy are regulated communications under FINRA Rule 2210.