Tool profile

Smarsh

Archives and supervises email, texting, and social media communications so the firm can meet SEC/FINRA recordkeeping and surveillance requirements.

Best fit: 2200 employees
Typical cost: $300/mo
View on Smarsh's site$65 implementation credit

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Where StackMatch 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.

IndustryCost
financial advisory firm$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