Integrated Regulatory Compliance
Meet your SEC, FINRA, IIROC, GDPR, and MiFID II regulatory obligations with integrated archiving, supervision, and eDiscovery tools
SMS Gateway Integrated Text Messaging
Communicate with anyone via SMS on a single, unified, and collaborative messaging platform
Real-time Client Synchronization
Never miss a message when moving between web, desktop, and mobile devices
Community Channels
Create private channels for business discussions and customer support or public channels for collaboration with peer groups and industry experts
Company Channels
Encourage team collaboration within your organization using open or restricted channels supporting an unlimited number of participants
Directory and Roster
Find colleagues within your firm and across the financial community; build and customize your contact lists
Guaranteed Delivery
Know every message you send will be received in the order you send them
Offline Messaging
Create messages offline, knowing they will be sent once your client is back online
Sent, Delivered, and Read Receipts
Know to the second when your message was sent, delivered, and read


1 on 1 Conversations
Multi-Party Conversations
Company Channels
Community Channels

For more information,

email or call 1-866-484-6630

Download our White Paper on the Future of Collaborative Messaging in Finance