Mobile Message Archiving for Business
Connect How Clients Want.
Capture What Regulators Require.
Capture the messages you need, iMessage, WhatsApp, Signal or SMS, so your firm stays protected without changing how anyone works.
SOC 2 Bank Level Security Any Size Firm Archive Agnostic
WORKS WITH YOUR EXISTING ARCHIVE, OR USE THE INTRADYN ARCHIVE
Mimecast, GlobalRelay, Smarsh, Barracuda, Bloomberg, Microsoft Purview, AWS S3, Arctera and many more...
The Reality…
Regulators Aren’t Slowing Down. Your Exposure is Growing.
The phone is where business happens today. Clients text, iMessage and WhatsApp your people, often on personal devices the organization does not control. Those conversations sit outside your capture systems, much like business done from a personal Gmail account.
Billions in Fines, And Enforcement is Expanding…
You already know the SEC has levied over $3.5 billion in off-channel fines since 2021.
Yet right now, your employees are texting clients on iMessage and WhatsApp with zero oversight. Every unarchived message quietly increases your liability, and the regulators who once targeted Wall Street giants are increasingly coming for mid-market firms and individual brokers.
Clients Text. Your Compliance Policy Won’t Stop Them…
You’ve probably explored mobile capture solutions before, only to discover they require employees to download a separate app, learn a new interface, or carry a second phone. Adoption craters. Compliance gaps widen. Your CCO is left explaining to examiners why 40% of your team never fully onboarded, and the solution you invested in barely reduced your risk. All the while, clients want to work with firms who communicate how business today is done, in text.
Now, The Texts You’re Pretending Don’t Exist…
Your advisors are texting clients from personal phones right now. You know it. They know it. And honestly, you both pretend it isn’t happening.
Meanwhile, every unarchived message quietly becomes a regulatory time bomb. One surprise audit and suddenly your firm’s name is the cautionary tale at the next FINRA conference. The fines are staggering, yet the reputational damage is far worse.
Business Today Happens in Text. Unleash Your Team, Whatever Device They Carry.
Financial Services
SEC 17a3 | SEC 17a-4 | FINRA | FFIEC | FTC | CFTC
Enterprise/Global
FINRA | SEC | EEOC | MiFID | GDPR
Small RIA/Solo Advisor
FINRA | SEC | EEOC |GDPR
Flexible options for every size organization, every budget and every device mix.
Explore Your Options Below, Drive Adoption & Let Your Team Work How Clients Want
- DLA – Native iMessage
- ALA – BYOD/Stipend
- CLA – Carrier Capture
- WAA – WhatsApp
Device Level Archiving (DLA) iMessage
imessage capture
capture from the device
Natively capture iMessage + RCS without forcing users to switch apps…100% Native.
Your employees keep using familiar native messaging apps while you securely capture everything—including those encrypted blue bubbles.
- Native iMessage capture — Blue bubbles, reactions, and emojis.
- Carrier Agnostic — Perfect for International teams.
- BYOD & COD support — Corporate & personal devices, zero friction.
- The Advantage: Complete messaging coverage without changing how your team communicates or limiting device choices.
App Level Archiving (ALA) – BYOD
byod app capture
capture from an app (byod)
Keep business and personal completely separate—here’s how…
BYOD’s holy grail: Your team can text clients from their personal phones without risking compliance violations or personal privacy invasion.
- Zero personal exposure — Business texts happen in the secure app only.
- SMS-enable desk phone numbers — Clients text your existing office #.
- No second device required — One phone, two distinct communication channels.
- The Advantage: Perfect compliance isolation while preserving employee privacy and existing client contact methods.
Carrier Level Archiving (CLA)
carrier capture
capture from the carrier (at&t/verizon)
Perfect for firms with corporate owned devices (COD) who want zero employee friction…BUT there’s one catch with iMessage you need to know.
Verizon and AT&T capture every message at the carrier level before it hits employee devices. Zero apps, zero training, zero friction.
- Employees text normally – Native messaging app, using existing number.
- Bulletproof capture — Works even if phones are lost or broken.
- Any device supported — iPhones, Androids, even flip phones.
- The Trade-off: iMessage must be disabled. All business texting happens via standard SMS/MMS (no blue bubbles).
WhatsApp Archiving (WAA)
whatsapp capture
capture from whatsapp/whatsapp business
Clients prefer WhatsApp, but compliance said no. Until now…
Finally say “yes” to Secure Native WhatsApp! Capturing every message, reaction and attachment. Both 1:1 and Group Messages.
- Zero app installation — Regular WhatsApp or WhatsApp Business.
- Supports Business/personal separation — Only work messages get archived.
- Global client communication — Connect internationally how clients prefer.
- The Catch: Since January 2024, WhatsApp only accepts “major carrier cell numbers or landlines” for registration (explore eSIMs)
Trusted by Fortune 100 and Small to medium sized enterprises
Support Employee Privacy. 3 Business-Only Capture Options.
This is text message archiving built around the reality of business today.
Allow List (“Whitelist”)
Capture only approved business contacts.
Block List (“Blacklist”)
Capture everything EXCEPT contacts marked personal.
Business eSIM
Capture only the business line on the mobile phone.
Trusted by regulated firms, Government Agencies & leading companies
Why Organizations Across Every Industry Trust Intradyn
From Zero to fully compliant – remarkably fast
Easy Setup. Easy Adoption. 3 Simple Steps.
- ConnectConnect existing numbers and devices via a “DIY” guided self-service wizard or schedule a “DWY” 10 minute white-glove onboarding call with our onboarding team.
- CaptureSent & Received messages are automatically captured, converted to a familiar email format and delivered to your compliance archive in near real time.
- ComplySearch, review & produce captured communications directly from your archiving platform repurposing lexicons. Be ready for audits, eDiscovery, and regulatory examinations at any moment.
Get Compliant iMessage & SMS Archiving Pricing
Answer 3 questions for formal pricing and options for Enterprise Volume Discounts & Small RIA Pricing
Ballpark Price? Roughly one-third of an iPhone per user, per year, no minimums, no hidden fees
FAQ’s
Can we keep our numbers? Can we enforce a disclaimer? Phone calls?
Below are the most frequently asked questions around Intradyn mobile message archiving. Being there are multiple approaches, schedule a 15 minute walk through with the Solutions Team who will quickly guide you to the best solution, navigate the nuance and fully answer your questions.
Can we capture iMessage on iPhones?
Yes! Our Device Level Archiving (DLA) solution compliantly captures iMessage & RCS.
OR, for firms who have employees that wish to use iMessage for personal messages our BYOD ALA (App Level Archiving) allows your employees to keep business and personal separate! ALA will never send via iMessage, ensuring all business messages are captured for books and records.
Can we use our existing mobile phone numbers?
Answer: It depends!
For DLA (Device Level Archiving) & CLA (Carrier Level Archiving) YES!!! You will continue to use your existing cell phone numbers.
For ALA (App Level Archiving) you have a few options. With ALA you can issue employees net new “Business Cell Phone” numbers for the ALA App (solution includes new numbers), alternatively, if you want to repurpose your office phone numbers (so you don’t have to update business cards or email signatures) ALA has the ability to peel off the SMS portion of virtually any business phone system number (think MS Teams, RingCentral, Goto Phone, Zoom Phone or any other Cloud Phone system). 90% of new ALA deployments look to use the SMS portion of the business phone number. To use a Cloud Phone System number for SMS we do need to confirm which platform it is on and if peeling off the SMS portion of the number is possible.
My Cloud Phone System (MS Team/RingCentral) has SMS, can we use that number?
For ALA (App Level Archiving) we do support pointing the SMS portion of say a MS Teams, RingCentral or other Cloud Phone System phone number to the ALA App. All voice calls continue to ring to the desk phone/soft phone of your business phone system number but we will peel off the SMS portion of the number (when supported) and point all SMS to the ALA App so you only have to publish one phone number in your email signature or on your business cards and compliantly capture all SMS for Books & Records.
We have an email archive solution, can we push the SMS capture there?
Answer: Yes!
DLA, CLA, ALA and WAA are archive agnostic!
As long as you can provide the “journaling” email for your archive we can push all SMS/Text or WhatsApp message captures to your existing archive so you can repurpose your lexicon and perform supervision from a familiar interface. (**Note, some email archive providers my require you purchase an additional license to reposit your SMS in the archive)
Alternatively, the Intradyn Mobile Message Archive is affordable, quick to deploy and easy to use. Starting at $1,499 per year, including unlimited date forward storage, unlimited support, unlimited exports and a 3rd party letter for the Regulatory Authorities (FINRA/SEC etc), it is as cost effective as it gets.
We supervise a large employee base, do we need to know everyone’s cell phone number?
For all mobile message archiving solutions Intradyn will enrich the message capture with the “Employee Name, Cell Phone Number & Corporate Email” so you will quickly be able to identify the employee side of the conversation and perform supervision on email and SMS in the same search if you leveraging your email archive as a repository for SMS/Text messages.
Every Day Without Capture is Another Day of Exposure…
Before
Unarchived iMessages and WhatsApp conversations silently accumulating compliance risk. Business communication on channels you don’t know about. Employees resisting adoption of clunky third-party apps. Your firm exposed to the same regulatory scrutiny costing the industry billions.
After
Every text message, iMessage, and WhatsApp conversation captured natively and archived automatically, without a single workflow disruption. Real-time channel health monitoring ensuring zero gaps. Full audit-readiness for SEC, FINRA, and state examiners. Peace of mind knowing your compliance posture is airtight.
The cost of compliance? Roughly one-third of an iPhone per user, per year, no minimums, no hidden fees.
FINRA’s 2026 Annual Regulatory Oversight Report names electronic-communications capture and off-channel use as active examination priorities, citing record keeping lapses more than 50 times. The rules have not changed. The best time to close your off-channel gap was years ago. The second-best time is today.
Intradyn is an independent provider of message-archiving and compliance software, offered by Kaizen Ventures Inc., a value-added reseller. Intradyn and its products are not affiliated with, endorsed by, or sponsored by Meta Platforms, Inc., Apple Inc., or any other company named on this page. Product and brand names, including WhatsApp, iMessage, and RCS, appear only to describe the message types Intradyn helps you archive. All trademarks, service marks, and trade names are the property of their respective owners.