Archive Intel
AI-powered compliance platform that archives and reviews client communications across text, email, and social media for SEC/FINRA rules.
| What is it | AI-powered compliance platform that archives and reviews client communications across text, email, and social media for SEC/FINRA rules. |
|---|---|
| Pricing | Paid — from $99/mo |
| Free tier | No |
| Platform | Web Application |
| Best for | archiving all client text and email communications for regulatory audits, reviewing and approving marketing materials for SEC rule compliance |
| Domain registered | 2023 |
Data updated Aug. 1, 2026
What does Archive Intel do?
Archive Intel is a specialized software platform that uses artificial intelligence to help financial firms stay compliant with SEC and FINRA record-keeping rules. Its core function is to automatically capture, archive, and analyze all digital client communications. This includes everything from text messages (iMessage, SMS, WhatsApp) and emails to social media interactions and chat app conversations. By centralizing this data, it ensures nothing slips through the cracks and creates a definitive, searchable record for regulators.
The platform stands out by tackling two major compliance pain points with AI. First, its archiving solution works seamlessly with employees' personal phones, capturing only approved client conversations without requiring a separate business number or device—a major efficiency win. Second, its marketing review tool automatically scans documents for high-risk language, performance claims, or unapproved testimonials, flagging potential issues for the compliance team. This AI-driven review is credited with cutting manual workload by up to 95% and drastically reducing false positives, letting teams focus on genuine risks.
This tool is built for professionals in heavily regulated finance roles who need to prove they're monitoring communications. Independent financial advisors, registered investment advisors (RIAs), and large broker-dealers benefit most. Real-world use cases include preparing for a surprise SEC audit by instantly generating a report of all communications with a specific client, or safely allowing an advisor to text a client from their personal iPhone while maintaining a perfect, compliant record. It turns a complex, tedious obligation into a managed, automated process.
Key features
What makes it stand outWho is Archive Intel for?
Who benefits most from this toolPricing
AI Communications Archiving
- Add any connector + $10/user/month
- Add text archiving + $35/user/month
AI Marketing Review
- Move faster
- Stay compliant
- Remain audit-ready
Trust & presence
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