\n XY Archive is here to make compliance less complicated. We're an\n all-in-one archiving solution for email, website, and social media,\n built for financial advisors.\n
\n\n All registered investment advisors (aka, you) are required to\n keep books and records of any communication and advertising\n you do in the course of servicing or acquiring clients.\n Essentially, If you talk to a client or advertise your firm,\n you have to make a record.\n
\n\n XY Archive enables you to stay in compliance with books and\n records requirements (SEC Rule 204(2)\n and\n SEC Rule 17a-4) without worrying. Communicate with clients and advertise\n your business where and when you want—we'll be in the\n background, archiving away.\n
\n\n Any data we'll request from you will have one purpose: keeping you\n compliant. To do that, we'll collect and store data from your\n accounts so you don't have to do it manually. You can download these\n communications and attachments into an easily searchable Excel\n spreadsheet. We'll help make your audits easier and your life\n simpler.\n
\n\n\n XY Archive's use and transfer to any other app of information\n received from Google APIs will adhere to\n \n Google API Services User Data Policy, including the Limited Use requirements.\n
\n\n For Gmail and Microsoft email accounts, we use a read-only\n restricted scope to store and reproduce the information you need\n to stay compliant. We store everything you'll need in an\n audit—including the heading, body, sender, recipient, and anyone\n cc'd or bcc'd on your emails.\n
\n\n Capture your entire website—one page or multiple, we've got it\n covered.\n
\n\n The way you advertise your firm and communicate with clients is\n constantly evolving. We'll keep up with you. Promote your\n business on Instagram, Twitter, and Facebook—we'll capture it\n all.\n
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