For Financial Firms

You’re required to review your firm’s communications. When did you last actually read them?

Sharp Archive reviews 100% of your email, texts, and social posts with AI as they’re archived — so problems surface while you can still do something about them. Not a sample. All of it.

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See your own communications scanned on the call

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Compliance supervision is work nobody wants.

So we built the system that does it for you — reviewing everything automatically and surfacing the problems while there’s still time to act.

Your liability is personal

At a founder-led firm, an audit finding doesn’t hit a department — it hits your record, your reputation, and your firm’s survival. One associated person’s side activity is all it takes.

Built for SEC & state RIA rules

Books-and-records and correspondence-review obligations, handled — with full-text search and exam-ready reports generated automatically.

One archive for every regulated organization

Financial firms, schools, cities & towns, law enforcement, government agencies.

Satisfy Archiving Requirements

Flag Problematic Communication

Reduce Communication Risk

Archiving stores the evidence. It never reads it.

Every regulated organization is required to preserve its business communications. But that archive cuts both ways: it’s also the searchable record a regulator, opposing counsel, or records requester will mine. If something problematic is in there, it gets found.

The category’s answer has been to review a small sample after the fact. That was the rational choice when review meant a human reading emails. It isn’t the only choice anymore.

Sharp Archive reviews 100% of your communications with AI as they’re archived, surfaces what matters, and shows you exactly why each item was flagged.

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Archiving stores the evidence. It never reads it.

Reviews 100% of your communications. Every message scanned against 100+ risk categories — promissory statements, guarantees, complaints, harassment signals — with the flagged message and the reason shown for every hit.

Captures every channel automatically. Email, social, text and messaging, team chat, and public websites — one archive, one search, one bill.

Meets SEC 17a-4 storage requirements,including the audit-trail alternative, with tamper-evident storage.

Full-text search across every channel, filterable by sender, date, keyword, attachment, and metadata.

Exam- and records-ready reporting generated automatically — evidence of review without the spreadsheet archaeology.

Your data is yours. Export the full archive anytime, in standard formats, at no charge.

Built by someone who lived the audit

Sharp Archive’s founder, Chad Gordon, spent two decades as a financial adviser. One adviser at his firm seemed inactive — he barely logged in — so supervision of his account lapsed. A year later the state called: that adviser had been selling insurance, unlicensed, through the company email account. The complaint, the audit, and the mark on Chad’s record all came from communications sitting in the archive the whole time. Nobody was ever going to read them in time.

When his compliance consultant told him to add archiving, the available tools looked like they were built decades ago, cost a fortune, and did nothing but store the evidence. So he built the system he wishes had existed.

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Switching is easier than staying

Staying with your current vendor is the easy choice. We make leaving easier:

Parallel run during transition

Five-minute setup

Free data portability, both ways

Lowest Quote Guarantee. Send us a current vendor’s quote and we’ll give you 10% below it.

Contract Bridge. If your current contract has six months or less left, run Sharp Archive in parallel free until it ends — no double-paying.

30-day free trial. On your own data, up to five feeds. Downloading is enabled once you activate.

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Common Questions

I already have an archiving vendor.

Archiving stores evidence; it doesn’t review it. Ask what your current review process actually catches — then run Sharp Archive month-to-month alongside it and compare.

Doesn’t more coverage just mean more false positives?

Severity thresholds are configurable. Your team reviews a ranked queue by severity, not a haystack — the goal is less review time than your current sample process, with more coverage.

“AI review” sounds like a black box.

It isn’t keyword search with a new label. Every flagged item is shown with the original message and the reason it was flagged. You see exactly what it saw, and you decide what to do.

See it run on your own communications

Book a 15-minute demo and watch Sharp Archive scan your own data during the call — no slideware, no guessing.

Book a Discovery Call Or try it on your own data — your data, no credit card.