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What is FirmScribe?

FirmScribe is a powerful communication archiving solution designed specifically for organizations, allowing them to effectively capture, store, and review messages from platforms like iMessage, SMS, and WhatsApp on iPhones, all while adhering to SEC and FINRA message-archiving regulations. Since launching in 2017, the platform has successfully integrated with a multitude of devices and archived billions of messages from Apple, preserving the original messaging experience and phone numbers for users without the need for extra apps or phone numbers, thus streamlining the compliance process for administrators who can easily manage enrolled users. The system features an intuitive administrative interface, centralized data collection, and built-in safeguards against compliance errors, offering capabilities such as capturing historical messages, federated authentication support, sending proactive notifications, and facilitating bulk user onboarding, with WhatsApp message capture included at no extra charge. Furthermore, FirmScribe includes specialized tools like SELECTCapture, which enables organizations to concentrate specifically on archiving business-related message threads, thereby amplifying their compliance efforts. This holistic approach not only simplifies the complexities of communication archiving but also empowers organizations to operate with assurance and efficiency, ensuring they remain compliant in an ever-evolving regulatory landscape. Ultimately, FirmScribe stands out as a comprehensive solution that meets the diverse needs of today's organizations.

What is Archive Intel?

Archive Intel is an advanced software solution that employs artificial intelligence to optimize the archiving of client communications, focusing on precision and ease of use. It allows for the seamless collection of diverse communication types, including emails, iMessages, texts, social media exchanges, websites, and other off-channel messages. This platform enables users to meet regulatory standards with efficiency, leveraging the sophisticated capabilities of AI technology. Crafted by specialists who understand the challenges faced by advisors in regulatory compliance, Archive Intel offers a user-friendly workflow paired with a modern interface, significantly improving the overall user experience while delivering considerable time and cost efficiencies for firms. Designed from the ground up to comply with SEC Rule 204-2 and 17A-4, the platform guarantees thorough adherence to regulatory requirements. Archive Intel effectively captures and retains all types of communications, such as iMessages, WhatsApp messages, texts, emails, social media interactions, and off-channel correspondence. Furthermore, the system includes complimentary export options and rapid reporting capabilities, equipping users with essential tools to adeptly manage compliance obligations while ensuring a smooth workflow. This exceptional combination of features positions Archive Intel as an essential tool for any organization aiming to enhance its communication archiving strategy while simplifying the compliance process, ultimately fostering organizational efficiency and effectiveness.

Media

Media

Integrations Supported

WhatsApp
iMessage
Apple iOS
Bloomberg
Facebook
Gmail
Instagram
LinkedIn
Microsoft Azure
Microsoft Entra
Microsoft Outlook
Microsoft Teams
MyRepChat
RingCentral RingCX
Slack
Stocktwits
X (Twitter)
Zoho Assist
Zoom

Integrations Supported

WhatsApp
iMessage
Apple iOS
Bloomberg
Facebook
Gmail
Instagram
LinkedIn
Microsoft Azure
Microsoft Entra
Microsoft Outlook
Microsoft Teams
MyRepChat
RingCentral RingCX
Slack
Stocktwits
X (Twitter)
Zoho Assist
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FirmScribe

Date Founded

2017

Company Location

United States

Company Website

www.firmscribe.com

Company Facts

Organization Name

Archive Intel

Date Founded

2024

Company Location

United States

Company Website

archiveintel.com

Categories and Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Categories and Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Email Archiving

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery

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