Archiveintel

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

Key capabilities include:

• Unified communications archiving across iMessage, Android SMS, WhatsApp, Gmail, Outlook, Slack, Teams, Zoom, Bloomberg, LinkedIn, YouTube, X (Twitter), Meta, plus web/HTML content
• AI-powered review and supervision designed to reduce manual compliance work (up to 95%) and decrease false positives (up to 99%), with real-time oversight and scheduled random reviews
• BYOD compliant texting using a whitelisting approach that captures approved client conversations from personal devices, without additional apps, phone numbers, or second devices
• Audit-ready reporting with on-demand, customizable reports and full audit trails for exams and internal reviews

Pricing: $99/month platform fee plus $12/user/month, with connectors (LinkedIn, email, social, Slack, Teams, Zoom and more) priced per seat; no retrieval fees and 1TB free storage. Enterprise plans are quote-based.

What makes it notable: Broad channel coverage in a single system, SOC 2 Type II certification, and an approach to compliant texting that avoids requiring extra apps or phone numbers; listed in the National Society of Compliance Professionals vendor directory and backed by F4 Fund.