Tool profile
Smarsh
Archives and supervises email, texting, and social media communications so the firm can meet SEC/FINRA recordkeeping and surveillance requirements.
Product facts are awaiting primary-source verification. This profile is not indexed.
Best fit: 2–200 employees
Typical cost: $300/mo
Where BusinessAdvisor.Guide recommends Smarsh
This tool is curated in these industries. Whether our engine picks it depends on your team size — it competes against other tools in the same category.
| Industry | Category | Best fit | Cost |
|---|---|---|---|
| financial advisory firm | Compliance Archiving & Communication Surveillance | 2–200 employees | $300/mo |
Integrations
Commonly connects with these other tools in our curated stacks.
Replaces
This tool consolidates these traditional categories or point solutions.
- manual email retention/PST files
- no communication surveillance