Communications Archiving

Smarsh

Smarsh, Inc.

Portland, OR

WTIS Score

6.23

External Links and Company Info

Buyer Fit

Target firm types

  • Wealth Management Firms
  • RIAs
  • Broker-dealers
  • Banks

Target firm size

  • Enterprise
  • Mid-Size

Product Description

Product Positioning
Communications capture, archiving, and supervision platform for regulated financial firms across digital channels.
Description
Smarsh captures, archives, and supervises electronic communications across email, social media, text, and collaboration channels, helping regulated financial firms meet SEC and FINRA recordkeeping and supervision requirements.

Integrations

Smarsh has 1 integrations in our directory

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APIs and Security

Security checks

Periodic SOC certification

Public APIs

Yes - Our APIs allow other developers to 'GET' information from our application.

API authentication

OAuth

Data refreshed live via API

Yes

Developer portal exists

Yes

Developer portal features

Glossary

Developer sandbox URL

Yes

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