What does Archive intel do?

Archiveintel is an AI-powered platform that captures, archives, and supervises client communications like emails, texts, iMessages, social media, and chats to help financial firms meet SEC and FINRA compliance requirements.

Who is Archive intel best for?

Archiveintel is best for financial advisors, RIAs, broker-dealers, wealth management firms, and enterprises in regulated industries needing compliance archiving.

Do I need to install anything to use Archive intel?

No, Archiveintel is a SaaS platform you access online without installing anything.

Is Archive intel free to use?

No, Archiveintel is not free to use; plans start at $99 per month for 3 users.

Does Archive intel have a plan for teams or businesses?

Yes, Archiveintel offers team and business plans starting at $99 per month for 3 users, with options to add users and connectors.

Does Archive intel offer an API or integrations?

Yes, Archiveintel offers integrations like Microsoft Dynamics 365 and connectors for various channels.

How do I contact Archive intel support?

Contact Archiveintel support through their website at archiveintel.com or check their pricing and solutions pages for contact details.

Archive intel: Reviews, Pricing, Alternatives & Features (2026)

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Visit Archive intel

Archive Intel is a web-based AI compliance platform for RIAs, broker-dealers, and other regulated financial firms that need to capture, review, and retain digital client communications to meet SEC and FINRA recordkeeping requirements.

Key capabilities include:

Omnichannel capture and archiving across iMessage, Android SMS, WhatsApp, email, chat, social media, websites/web content, and other off-channel activity, with tools for tagging, litigation hold, and eDiscovery-ready exports.
AI-driven surveillance and risk detection that proactively scans communications to flag policy and keyword violations while reducing false positives.
AI Marketing Review to identify high-risk terms (including performance claims and testimonial language), suggest compliant alternatives, manage review and approval workflows, and maintain audit-ready logs and version history.
BYOD controls such as whitelisting/blocklisting, plus Microsoft Dynamics 365 integration for automatic contact whitelisting and ongoing oversight.

Pricing: Paid, with customizable pricing by user and connector (no public tiers listed).

Notable for combining communications archiving, supervision, and marketing compliance in one system, backed by SOC 2 Type II certification, plus published claims of significant reductions in manual review workload and false flags for regulated teams.