All CollectionsArchiving and complianceProvidersProvidersBy Dustin1 author·20 articlesArchive IntelConnect CurrentClient to Archive Intel so every text message flows into your Archive Intel account for AI-powered archiving built for advisors and RIAsComplyConnect CurrentClient to Comply so every text message reaches your archive from the maker of RIA in a Box, keeping supervision and review in one placeEmail ArchiveForward CurrentClient text messages to any archiver that accepts standard email journaling, the generic option to use when your provider is not listedEradoConnect CurrentClient to Erado so every text message is captured in your unified archive alongside email, social, and other supervised channelsGlobal RelayConnect CurrentClient to Global Relay so every text message lands in your Global Relay archive for supervision, eDiscovery, and books and records rulesGoogleConnect CurrentClient to Google Vault by journaling text messages through Google Workspace, so your firm's messages stay retained and searchableGreenboardConnect CurrentClient to Greenboard so every text message feeds your AI-powered compliance platform for SEC and FINRA registered firm supervisionHadriusConnect CurrentClient to Hadrius so every text message flows into AI-native compliance and archiving built for SEC and FINRA registered firmsIntradynConnect CurrentClient to Intradyn so every text message joins your email and social archives for FINRA and SEC books and records compliance requirementsMessageWatcherConnect CurrentClient to MessageWatcher so every text message is archived for eDiscovery and supervision, keeping your regulated firm's records completeMicrosoft OutlookConnect CurrentClient to Microsoft 365 by journaling text messages through Exchange Online, so your firm's messages stay retained and searchableMirrorWebConnect CurrentClient to MirrorWeb so every text message is captured for unified communications supervision across your financial services firmMyRiaComplianceConnect CurrentClient to MyRIACompliance so every text message is captured alongside your RIA in a Box compliance program for supervision and exam prepPatrinaConnect CurrentClient to Patrina so every text message is archived with a Designated Third Party provider trusted across the securities industryPresultsConnect CurrentClient to Presults so every text message flows into your archive for pre-review and modern compliance built for financial advisorsProofpointConnect CurrentClient to Proofpoint so every text message is journaled into your enterprise archive for regulated digital communications complianceRIA Comp TechConnect CurrentClient to RIA Comp Tech so every text message is archived in compliance software built specifically for registered investment advisorsSlack ArchiveSend a copy of all CurrentClient texting activity into a Slack channel, an easy way to keep a running archive your whole team can see and searchSmarshConnect CurrentClient to Smarsh so every text message is forwarded into your Smarsh archive automatically, keeping your firm's books and records completeXY ArchiveConnect CurrentClient to XY Archive so every text message is captured by XY Planning Network's archiving service alongside email, social, and websites
