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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Archive Intel is a cutting-edge archiving platform that utilizes AI to streamline client communication management while ensuring accuracy. It effortlessly records a variety of communications, such as emails, iMessages, text messages, social media interactions, and more. The software provides a straightforward way to adhere to regulatory standards, leveraging the capabilities of artificial intelligence. Designed by experts who comprehend the hurdles advisors encounter in maintaining compliance, Archive Intel boasts an intuitive interface and efficient workflow that improves user satisfaction and reduces operational costs. Built from the ground up with a focus on compliance, it aligns with SEC Rule 204-2 and 17A-4. This all-encompassing platform also archives diverse forms of communication, including WhatsApp messages, thus covering all bases. With features like free exports and prompt reporting, Archive Intel offers a user-friendly solution that equips firms with the necessary tools for regulatory compliance, making it an invaluable asset for any organization.

Description

Pre-sending alerts will ensure that you don't come up empty in keyword searches. The issue was already resolved by the time an email was sent. Employees will be more aware of compliance issues in the moment and take greater responsibility. A proven tool can help you demonstrate your commitment to SEC17(a)-4 compliance. You can forget it with our continually updated lexicon. We detect and stop potentially-violating emails before reaching the recipient. Flexible remediation options are available to allow the email to go ahead. All emails are saved for quick review and archived according to regulatory rules.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
Instagram Yes 
LinkedIn Yes 
Microsoft Teams Yes 
Zoom Yes 
Bloomberg Yes 
Gmail Yes 
Google Workspace No 
Microsoft 365 No 
Microsoft Outlook Yes 
MyRepChat Yes 
RingCentral RingCX Yes 
Slack Yes 
Stocktwits Yes 
WhatsApp Yes 
X (Twitter) Yes 
iMessage Yes 

Integrations

Facebook Yes 
Instagram Yes 
LinkedIn Yes 
Microsoft Teams Yes 
Zoom Yes 
Bloomberg No 
Gmail No 
Google Workspace Yes 
Microsoft 365 Yes 
Microsoft Outlook No 
MyRepChat No 
RingCentral RingCX No 
Slack No 
Stocktwits No 
WhatsApp No 
X (Twitter) No 
iMessage No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

$89 per month
Presults is $89 per month for the first 3 users and then $10 per month for additional connectors
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Archive Intel

Founded

2024

Country

United States

Website

archiveintel.com

Vendor Details

Company Name

Presults

Founded

2020

Country

United States

Website

presults.com

Product Features

Archiving

Access Control No 
Data Deduplication No 
Document Management No 
Email Archiving No 
Multimedia Archiving No 
Retention Management No 
Storage Management No 
Version Control No 
Web Archiving No 
eDiscovery No 

Email Archiving

Access Control No 
Backup Management No 
Compliance Management No 
Data Deduplication No 
Data Export No 
Encryption No 
Retention Management No 
Storage Management No 
Threat Protection No 
eDiscovery No 

Product Features

Email Archiving

Access Control No 
Backup Management No 
Compliance Management Yes 
Data Deduplication No 
Data Export Yes 
Encryption Yes 
Retention Management Yes 
Storage Management Yes 
Threat Protection No 
eDiscovery No 

Alternatives

Alternatives