Archive Intel
AI-driven archiving, search, and secure data management.. [Paid]
Last verified:
What is Archive Intel?
Archive Intel is an AI-powered client communication archiving, record keeping, and compliance software platform designed for simplicity and precision across regulated industries, particularly financial services firms. The platform captures, reviews, and archives all digital client communications including iMessage, text messages, email, chat, social media, and web content to help firms meet SEC and FINRA record-keeping requirements without disrupting how teams communicate.
Key features include AI Communications Archiving which automatically archives text, chat, email, social, and web content with comprehensive channel coverage, and AI Marketing Review which scans documents for high-risk terms, performance claims, and testimonial language to comply with SEC Marketing Rule 206(4)-1. The platform reduces manual compliance workload by up to 95% and cuts false positives by up to 99%. It offers flexible BYOD support with privacy-respecting whitelisting and blocklisting, seamless CRM integration, automatic website archiving with screenshots syncing directly into secure encrypted software, and on-demand reporting with full audit trails.
Archive Intel is built for financial advisors, Registered Investment Advisors (RIAs), broker-dealers, and enterprise compliance teams who need to retain and supervise client communications across multiple digital channels. From independent advisors to global enterprises, the platform delivers scalable compliance solutions customized to a firm's size, structure, and workflows. The platform is SOC 2 Type II certified with enterprise-grade security and every action logged in audit-ready format.
Archive Intel pricing
Pricing model: Freemium
Archive Intel offers two main plans with no onboarding fees and no pricing tiers. AI Communications Archiving starts at $99/month for 3 users with no hidden surprises. Add any connector for +$10/user/month (optional add-on). Add text archiving for +$35/user/month (optional add-on) to enable text archiving for iMessage, WhatsApp, or Android with BYOD whitelisting or blocklisting. Pricing is customizable by user and connector with flexibility to scale. AI Marketing Review starts at $2,000/month for 3 users and helps teams move faster, stay compliant, and remain audit-ready without changing how they work. Both plans include unlimited access to data with free uploads, exports, downloads, and custom reporting. No export or download fees.
Archive Intel pros
- Reduces manual compliance workload by up to 95%
- Cuts false positives by up to 99%
- Archives text messages from personal phones without additional apps, numbers, or devices
- Only solution that archives iMessage without second phones or extra numbers
- Comprehensive channel coverage: text, email, chat, social media, and web
- Setup in under 15 minutes with guided onboarding
- Unlimited free uploads, exports, downloads, and custom reporting
- No hidden fees for data access or exports
- No onboarding fees
- No one-size-fits-all licensing tiers - pricing scales by user and connector
- SOC 2 Type II certified enterprise-grade security
- Every action logged and archived in audit-ready format
- AI Marketing Review delivers compliant suggestions time-stamped within platform
- Submit, approve, and archive marketing content in one system without extra uploads
- Automatic website archiving with screenshots syncing to secure encrypted software
- BYOD whitelisting supports bring-your-own-device policies without added risk
- Seamless CRM platform integration with real-time oversight
- On-demand reporting customizable by timeframe, channel, person, and keyword
- Supports 20+ connectors including iMessage, WhatsApp, Slack, Teams, LinkedIn, Facebook, X, Instagram, YouTube
Archive Intel cons
- Targeted primarily at regulated financial services firms, not general businesses
- Text archiving is an optional add-on at additional cost
- Some connectors like Telegram, WeChat, TikTok, and Reddit are coming soon not yet available
- Pricing starts at $99/month which may be high for solo practitioners
- AI Marketing Review plan starts at $2,000/month for 3 users
- Each additional connector costs extra at $10/user/month
- Add text archiving costs $35/user/month additional
- No free tier mentioned - all plans are paid
- Requires firms to adopt BYOD policies with whitelisting for text messaging
Frequently asked questions about Archive Intel
What does Archive Intel do?
Archive Intel is an AI-powered platform that captures, reviews, and archives all digital client communications including iMessage, text, email, chat, social media, and web to help financial firms meet SEC and FINRA compliance requirements without disrupting how teams, advisors, and clients prefer to communicate.
Who is Archive Intel built for?
Archive Intel serves financial advisors, RIAs, broker-dealers, and enterprise compliance teams who need to retain and supervise client communications across multiple digital channels. Whether you're an independent firm or part of a larger institution, they tailor to your workflow and scale.
How is Archive Intel different from other archiving solutions?
Archive Intel delivers a unified, intelligent platform that reduces manual compliance work by up to 95% and cuts false positives by 99%, while providing real-time oversight and instant reporting. It is the only solution that archives text messages from personal phones without the use of additional apps, numbers, or devices.
Does Archive Intel support iMessage and text compliance?
Yes. Archive Intel captures iMessage, Android SMS, and messaging apps like WhatsApp via native app integrations. Their privacy-respecting whitelisting approach supports bring-your-own-device (BYOD) policies by capturing only approved client conversations.
What channels are covered by Archive Intel?
Archive Intel supports text (iMessage, Android SMS, WhatsApp), email (Gmail, Outlook), chat (Slack, Teams, Zoom, Bloomberg), web/HTML, and social platforms (LinkedIn, YouTube, X/Twitter, Meta) all in one unified archiving system.
How quickly can our firm get set up?
Most firms are up and running in under 15 minutes. Archive Intel's team guides the onboarding process to make implementation fast, simple, and disruption-free.
Can I generate reports instantly for audits or exams?
Yes. Archive Intel's platform includes on-demand reporting with full audit trails and no export fees. Reports can be customized based on timeframe, communication channel, person, and keyword. You can create and download exam-ready documentation in seconds.
Does Archive Intel require a second phone for compliance?
No. Archive Intel is the only solution that archives text messages from personal phones without requiring additional apps, numbers, or devices. You only need one phone and one number, with BYOD whitelisting supporting compliant use of personal devices.
What security certifications does Archive Intel have?
Archive Intel is SOC 2 Type II certified with enterprise-grade security. Every action is logged and archived in an audit-ready format to ensure compliance and data protection.
Are there fees to export or download my archived data?
No. Archive Intel provides full data access with no hidden fees. You get unlimited access to your data including free uploads, exports, downloads, and custom reporting whenever you need it, equipped for large data volumes.