
The pattern is the same every time: an advisor sends a quick text from their personal phone. A client responds on WhatsApp. A deal gets discussed over iMessage. None of it is in the archive. Then the exam happens.
Your current platform may charge 3x more per user just for iMessage capture
If an advisor uses a personal phone for any client contact, you are exposed
SEC examiners now specifically request mobile and social archives, not just email
Legacy platforms like Smarsh and Global Relay were built for enterprise banks, not growing RIAs
Most platforms hold your data hostage with export fees of $10,000 or more
Lower iMessage archiving cost than Smarsh, Global Relay, and Proofpoint. We built it in-house.
WhatsApp, SMS, and iMessage captured in real time, not synced hours later
AI supervision flags guarantee language, undisclosed conflicts, and off-channel risk instantly
Exam-ready export in minutes. No $10k ransom. Your data leaves with you for free.
Pricing designed for firms with 2 to 50 advisors. Not enterprise pricing for a 10-person shop.
Free until your current contract ends. Then 20% off your first year. Ask us how.






