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Your RIA Has a $50,000 Fine Waiting to Happen.

Unless Your Archive Is Ready.

Registered Investment Advisors face the highest enforcement activity in SEC history. Off-channel texting, WhatsApp messages, and iMessage threads are now the number-one exam finding. Sharp Archive captures all of it, costs less than Smarsh, and sets up in under an hour.

The SEC collected over $2.6 billion in fines from

financial firms for off-channel communication violations in 2023 and 2024 alone.

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.

The Current Reality

  • 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

The Sharp Archive Experience

  • 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.

Already locked into Smarsh, Global Relay, or another provider?

Send us your current contract. We will run Sharp Archive in parallel for free until your contract expires.

Then switch at

0%

off

No disruption. No data loss. No excuses not to try.

Then switch at

20% off

No disruption. No data loss.
No excuses not to try.

Book a Free RIA Compliance Audit.

15 minutes.

We will show you exactly what your current archive is missing.

What Actually Sets Us Apart

Modern, fast interface.

Not 2000s-era clunk

One feed equals one price (no per-user nonsense)

Immediate data access and export. No $100k ransom fees

No long-term contracts. Leave anytime, take your data free

Built by people who have lived the pain (our founder lost sleep over a compliance blind spot)

AI supervision that actually prevents problems, not just stores them

Join The Firms That Already Sleep Easy at Night

We have helped

0+

firms go from worry to invisible compliance

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No surprises. No hostage data.

Just results.

No surprises. No hostage data. Just results.

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