LeadCenter integrates with Smarsh to automatically archive key client communications—specifically text messages sent and received through LeadCenter—so your records stay complete and compliant.
SEC & FINRA Recordkeeping Support
Ensure communications are preserved in accordance with industry regulations. Smarsh provides tamper-evident retention that streamlines audits and recordkeeping.
Seamless LeadCenter Integration
No manual exports or third-party workarounds. LeadCenter syncs directly with Smarsh to enable near real-time archiving of client text interactions.
Secure & Searchable Records
Quickly retrieve archived communications using Smarsh’s advanced search tools, keeping your firm audit-ready while improving operational efficiency.
LeadCenter automatically captures and archives client text messages into Smarsh, where they are stored securely for compliance and supervision.
Financial advisors, RIAs, and broker-dealers who must comply with SEC, FINRA, and other regulatory requirements for communication archiving.
No. The integration focuses on archiving client text communications sent and received via LeadCenter. For email or other content types, please manage those directly in Smarsh.
Yes, an active Smarsh subscription is required to enable the integration with LeadCenter.
Effortless Compliance Starts Here
Automate communication archiving with Smarsh and LeadCenter. Keep your records secure and simplify compliance audits.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
