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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

Smarsh
Founded: 2002
United States
www.smarsh.com

Alternatives

Axia Suite

Axia Suite

Profile Software

Alternatives

SOLIAM

SOLIAM

VERMEG

Categories

Categories

Email Archiving Features

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
eDiscovery
Encryption
Retention Management
Storage Management
Threat Protection

eDiscovery Features

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

Integrations

Constant Contact
Facebook
Hootsuite
Microsoft OneDrive
Microsoft Outlook
Microsoft Teams
Moxo
MyRepChat
Salesforce
Salesforce Agentforce Marketing
Salesforce Marketing Cloud Account Engagement
Skype
Slack
Sprinklr Social
Symphony
Vimeo
WhatsApp
X (Twitter)
Zoom
Zoom Team Chat

Integrations

Constant Contact
Facebook
Hootsuite
Microsoft OneDrive
Microsoft Outlook
Microsoft Teams
Moxo
MyRepChat
Salesforce
Salesforce Agentforce Marketing
Salesforce Marketing Cloud Account Engagement
Skype
Slack
Sprinklr Social
Symphony
Vimeo
WhatsApp
X (Twitter)
Zoom
Zoom Team Chat
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