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About

Fast, secure development, delivered through the high-quality user interface, e.g. mobile app. Enables asset managers to demonstrate greater compliance with MiFID II and other regulations. Supports MiFID II compliance and runs an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients. Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail. Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions. Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform. If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full-service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.

About

Smarsh is an AI-powered communications intelligence platform built for regulated industries. It captures, stores, and monitors communications across voice, email, mobile, chat, video, and emerging digital channels at scale. Designed to meet strict regulatory requirements, Smarsh helps organizations comply with SEC, FINRA, MiFID II, FCA, and global recordkeeping standards. Advanced AI analytics surface risks, uncover insights, and identify patterns hidden within massive volumes of communications data. The platform enables proactive risk mitigation by detecting issues such as insider trading, misconduct, and data misuse early. Its cloud-native architecture delivers hyperscalability, performance, and enterprise-grade security. Smarsh turns communications data into actionable intelligence that strengthens compliance and decision-making.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Investment managers seeking an integrated cloud-based solution to research providers

Audience

Smarsh is designed for regulated organizations—including financial services firms, large enterprises, and public sector agencies—that require secure, AI-powered communications compliance and intelligence at scale

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

Smarsh
Founded: 2002
United States
www.smarsh.com

Alternatives

Axia Suite

Axia Suite

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Alternatives

SOLIAM

SOLIAM

VERMEG

Categories

Commission Supported

Categories

Archiving Supported
Call Recording Supported
eDiscovery Supported
Email Archiving Supported
File Archiving Supported
RegTech Supported

Email Archiving Features

Access Control Supported
Backup Management Not Supported
Compliance Management Not Supported
Data Deduplication Not Supported
Data Export Supported
eDiscovery Supported
Encryption Supported
Retention Management Supported
Storage Management Not Supported
Threat Protection Not Supported

eDiscovery Features

Case Analytics Supported
Compliance Management Supported
Discussion Threads Supported
Document Indexing Supported
Document Tracking Supported
Full Text Extraction Supported
Keyword Search Supported
Metadata Extraction Supported
Topic Clustering Supported

Integrations

Constant Contact Not Supported
Facebook Not Supported
Intulse Not Supported
Microsoft Exchange Not Supported
Microsoft Outlook Not Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
Moxo Not Supported
Salesforce Not Supported
Salesforce Agentforce Marketing Not Supported
Skype Not Supported
Slack Not Supported
Sprinklr Social Not Supported
Squarespace Not Supported
Symphony Not Supported
Vimeo Not Supported
WhatsApp Not Supported
X (Twitter) Not Supported
Zoom Phone Not Supported
Zoom Team Chat Not Supported

Integrations

Constant Contact Supported
Facebook Supported
Intulse Supported
Microsoft Exchange Supported
Microsoft Outlook Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
Moxo Supported
Salesforce Supported
Salesforce Agentforce Marketing Supported
Skype Supported
Slack Supported
Sprinklr Social Supported
Squarespace Supported
Symphony Supported
Vimeo Supported
WhatsApp Supported
X (Twitter) Supported
Zoom Phone Supported
Zoom Team Chat Supported
Claim Commcise and update features and information
Claim Commcise and update features and information
Claim Smarsh and update features and information
Claim Smarsh and update features and information