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Archive Intel's all encompassing and easy to use archiving and compliance dashboard.
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Everything to reveiew in one place, emails, social media contect, text messages, websites, and more.
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AI will reduce your flagged false positives by 95% and run your random review for you!
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All of the channel connectors you need and more to stay compliant.
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Including iMessage, WhatsApp, LinkedIn, Slack, Facebook, Instagram, and more.
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Connect to your apps in seconds with easy monitoring to stay connected.
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Archive Intel captures only the text messages with your clients, not your personal messages.
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Whitelisting available for iMessage, WhatsApp, and our proprietary app.
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We also archive Zoom phone/chat, RingCentral, MS Teams, Slack, and more.
Product Description
About this Product
AI powered archiving and compliance SaaS solution for financial firms:
- Effortless archiving encompassing email, text messages, social media content, websites, and more.
- Reduce flagged false positives and ask your AI agent to run the random review for you with our artificial intelligence options.
- Effortlessly run reports and export your data at the click of a button.
About Archive Intel
Archive Intel is an AI Powered archiving and compliance software solution capturing all of your client communications, including email, social media content, text messaging(iMessage, WhatsApp, Zoom phone and more), websites, to comply with the SEC and FINRA requirements surrounding record keeping and reviewing of your data. ie. SEC rule 17a-4.
Archive Intel reduces the time spent reviewing flagged keywords and running random reviews by offering our artificial intelligence options and agents to complete these tasks for you.
All for only $99/month for the first three emails and only $10/month for additional connectors. iMessage and WhatsApp are $35/month per number.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.