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Supported networks
iMessage, WhatsApp, Google Messages and Signal Archiving for Investment Advisors
Capture business conversations from iMessage, WhatsApp, Google Messages and Signal on advisors' own phones, and deliver them to your archive for SEC recordkeeping. Personal conversations stay personal.
Request Free TrialChoose a network
Turn on capture for the networks your advisors already use with clients. Each network gets the same selective capture, export and review tools.
iMessage
Apple
Archive iMessage conversations and group chats from advisors' iPhones.
iMessage archiving →
Google Messages
RCS & SMS
Archive RCS and SMS conversations from Google Messages on advisors' Android phones.
Request a free trial →Compare supported networks
What Sausalito Labs captures on each network. Every network can run at the same time for the same advisor, under the same capture rules.
Network | Phones | One-to-one chats | Group chats | Selective capture filters | Learn more |
|---|---|---|---|---|---|
iMessage | iPhone | Yes | Yes | All four | iMessage archiving |
iPhone and Android | Yes | Yes | All four | ||
Google Messages (RCS & SMS) | Android | Yes | Yes | All four | |
Signal Messenger | iPhone and Android | Yes | Yes | All four |
Selective capture filters: phone number, group name, groups containing a number, and eSIM number. Captured messages go to Smarsh, Global Relay, Mimecast or your own cloud storage.
See all features →Why every network matters
The SEC's recordkeeping rule for investment advisors (Rule 204-2) covers business communications wherever they happen, including text and messaging apps, not just email. If clients reach your advisors on WhatsApp or Signal, those conversations need to be archived too.
Frequently asked questions
Which messaging networks does Sausalito Labs support?
iMessage, WhatsApp, Google Messages (RCS and SMS) and Signal.
Do advisors need a second phone, a new number or a new app?
No. There's no new phone, no new number and no new app. Advisors keep using their own phone and the messaging apps they already use.
Can one advisor archive more than one network?
Yes. An advisor can capture iMessage, WhatsApp, Google Messages and Signal at the same time, all under the same capture rules.
See it on your own phone
Request a free trial and see capture working on the networks your advisors already use.
Request Free Trial