Archive Intel
AI-powered communications archiving for advisors, RIAs, and broker-dealers
Updated May 29, 2026
Connect CurrentClient to Archive Intel to automatically forward every text message into your Archive Intel archive for books and records compliance.
Who is Archive Intel?#
Archive Intel is an AI-powered archiving platform for financial advisors, RIAs, and broker-dealers. It captures text, chat, email, social, and web content, supports compliant use of personal devices through whitelisting, and is built around SEC Rules 17a-3, 17a-4, 204-2, and FINRA Rule 3110.
What you'll need#
Your Archive Intel journal destination email address. You can find it in your Archive Intel portal or ask your Archive Intel account team.
Connect Archive Intel#
Open the Archive Intel setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.