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Real-time compliance dashboard giving managers instant visibility into capture status, message volume, and conversation activity — across every monitored employee and group. Track top chats, filter by tags, and export to your archive of choice.
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Know which employees have completed the onboarding process and who hasn't started yet. Compliance managers get instant visibility into capture readiness — so regulated employees won’t fall through the cracks.
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Understand usage trends and where regulated conversations are happening. Track message volume and capture activity across iMessage, WhatsApp, Signal, and more — so compliance teams can spot trends, identify gaps, and stay ahead of risk.
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Define exactly what gets captured. Compliance teams can whitelist business-critical conversations or blacklist personal ones — ensuring only relevant communications are captured and exported to the archive.
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Apply selective capture rules and scope across multiple eSIM numbers, 1:1 chats, named group chats, or any group containing a specific number — giving compliance teams precise, flexible control over what gets captured and archived.
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Sync your existing Microsoft Entra directory to automatically align capture rules with internal departments and groups — so when your org changes, your compliance capture keeps pace without manual updates.
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Every event is captured in full fidelity — from text and attachments to shared media and reactions. Sausalito Labs processes hundreds of distinct event types so relevant events are never missed
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Accelerate compliance surveillance by surfacing reply, edit, and delete events across chats and groups — giving supervisors and your internal AI processes the full context of every conversation thread, not just the messages that were meant to be seen.
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Export captured conversations to any archive using richly structured JSON objects or traditional x-header format — giving compliance and legal teams the flexibility to work with the tools and workflows they already have in place
Product Description
About this Product
- Native capture — no behavior changes, extra apps, or new numbers
- Onboard in three steps, three minutes — up and running instantly
- Pass rich, expressive content to any archive
About Sausalito Labs, Inc.
Sausalito Labs captures compliance-relevant conversations from native consumer messaging apps and delivers them to enterprise archiving and governance workflows — without requiring employees to change how they communicate. Built for regulated industries where communication happens on iMessage, Google Messages, WhatsApp, Signal, and other encrypted platforms, Sausalito Labs eliminates the friction of legacy compliance tools. No disruption to how your team works.
Our lightweight integration captures hundreds of event types including messages, replies, edits, reactions, attachments, and rich media in full fidelity, then routes them to the archive or governance platform of your choice.
Onboarding takes minutes — so compliance teams can move fast. Sausalito Labs gives financial services firms confidence that every relevant conversation is captured, preserved, and audit ready.
Product Details
More info about us
Category
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® is a service of PTI.
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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.
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