SMS Text Message Archive

A simple SMS text message archive and review solution for your to help you meet State and SEC requirements.

With a new generation of advisors who have grown up with text messaging as their primary form of communication, SMS text message usage between advisors and clients is growing fast. Financial services firms must get ahead of this curve. Through research on trends in the workplace, we predict that text messaging with clients will be used more often than email in the coming decade.

We have a simple solution for text messaging capture, archiving, and review.