iMessage Archiving

iMessage Archiving for Investment Advisors

Capture all client chats and stay compliant.
No phone changes. No new apps. No IT.
Setup in three steps, three minutes.

Our Client

iMessage

Can we review my investment strategy?

Absolutely. Friday at 10am?

Sounds good.

I'll send a summary before we meet.

✓ Captured & archived automatically

Native
Capture

Active Connections

1,869 ↑ 32.4%

Active Chats

5,607 ↑ 39%

Session Alerts

3 ↓ 30.4%

Andy Smith, Global Compliance

Status of 8:35am · 06/21/2026

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Name	Last Capture	Count
Bob Davidson	6/20/2026	22
Greg Hall	6/20/2026	16
Steven Barnes	6/20/2026	152
Terry Smith	6/20/2026	16

Compliance
Storage

☰

Archive to Any Location

Compliance destinations

SmarshGlobal RelaySausalito LabsMicrosoft PurviewYour Journaled MailboxYour Cloud Storage

Why iMessage Archiving. Why Now.

That No iMessage Policy doesn't reduce risk. It hides it.

Without Sausalito Labs iMessage Archiving, you have no audit trail and no way to prove your team is compliant.

The SEC has made electronic communications a stated priority. Examiners will request client correspondence. Without iMessage archiving, you're exposed:

Deficiency letter requiring remediation
Possible referral to Enforcement Division
Civil penalties and return of fees
Industry bars for individual advisors

iMessage Archiving in Three Steps, Three Minutes, and No IT.

What Sausalito Delivers

iMessage capture that works the way your team already works.

Sausalito Labs captures iMessage conversations from your advisors’ existing iPhones and delivers them automatically to your compliance archive, with no change to how your team or clients communicate. Your advisors keep texting the way they always have — Sausalito runs quietly in the background.

No new appsNo second phoneNo IT setupAudit-ready records

Setup in Three Minutes

Activate your capture session. No IT required.

Selective Capture

Choose exactly what gets archived by phone number, group name, or eSIM. Personal stays personal.

Send to Any Archive, Any Location

Delivered as email to Smarsh, Global Relay, your inbox, or your own cloud storage.

Audit Ready

A complete, exam-ready record of client conversations, captured at the source.

How It Works

Archive in three steps. Done in three minutes.

No fancy consultants. No IT ticket. No onboarding call required.

Step 1

Activate your capture session

Step 2

Choose what to capture

You control exactly which conversations get archived. Build your capture list using any combination of:

Phone number — capture by individual number
Group name — archive entire group conversations
Group containing number — capture any group that includes a specific number
eSIM number — capture all messages tied to a specific line

Step 3

Choose where your messages go

Sausalito delivers captured messages in the format your destination requires:

Your inbox — delivered directly to any mailbox you specify
Your compliance archive — compatible with Smarsh, Global Relay, Sausalito Labs or any archive platform
Your cloud storage — route native-format messages to your own storage

No ongoing maintenance. No manual exports. Set it once and stay compliant.

Pricing that scales with your firm

Sausalito Labs is priced per advisor, with no setup fees, no IT costs, and no long-term contract required.

Priced per advisorNo setup feesNo IT costsNo long-term contract

Most firms are capturing and compliant the same day they start. Book a demo and we’ll walk you through coverage for your team and answer any compliance questions specific to your firm.

Book 15-Min Demo