Aventura, Florida · serving clients across the United States (305) 404-9404Toll-free (800) 767-8566Emergency? Get a call within 1 hour

After you purchase, we contact you within 1 hour, any time of day or night, to start onboarding.

No payment is taken online. When we call you within the hour we confirm the scope and send an invoice (ACH, card or crypto).

We call you within 1 hour of your order · No payment online

After you purchase, we contact you within 1 hour, any time of day or night, to start onboarding.

No payment is taken online. When we call you within the hour we confirm the scope and send an invoice (ACH, card or crypto).

Broker-dealer compliance communications

Email archive, messaging archive, call recording and continuity for firms with communications recordkeeping duties.

Bundles

What is in the bundle

Bundle contents and prices when bought separately
ItemQuantityBought separately
Email archiving, immutable with eDiscovery1$6
Messaging archiving: SMS, Teams and WhatsApp1$8
Call recording and retention1$9
Email continuity1$3
Total bought separately$26
Bundle price$23
You save$3

Delivery

Live within 15 business days.

Good to know

Does this make us compliant?

It gives you the tools to keep and search communications. Compliance also depends on your policies, supervision and retention settings. We can help map them.

$230 per month

Often bought together

Email security and archiving

Email archive bundle for regulated firms

Email security, immutable archiving and continuity together, priced below buying them separately.

Live within 10 business days

$14 per mailbox, per month

Details
Cybersecurity

Virtual CISO retainer, light

A named security leader for a few hours a month: roadmap, questionnaires and leadership advice.

First session within 5 business days

$2,000 per month

Details
Cybersecurity

SEC Regulation S-P readiness review

A review of your incident response and customer notice readiness against the amended Regulation S-P.

Report within 10 business days

$4,200 per assessment

Details

Do you know if your company is safe?

Speak with a security engineer today. The first assessment call is free and confidential.

CallFree assessment