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Simple Email Archive Logo

Cloud-based email archiving for RIA compliance

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Simple Email Archive - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: November 2026

Simple Email Archive overview

What is Simple Email Archive?

Simple Email Archive is a cloud-based SaaS communication archiving solution built for registered investment advisers (RIAs), compliance officers, and compliance consultants operating under SEC and FINRA regulatory frameworks. The platform automatically captures, retains, and makes searchable all firm communications — including email, text message and SMS, website content, social media, and off-channel communications — in a secure, retrievable archive organized by date, sender, and communication type.

Simple Email Archive supports the full compliance workflow: journaling, reviewing, and archiving communications to satisfy regulatory retention requirements. Keyword sets and keyword highlighting allow compliance teams to flag and prioritize communications for review, while AI assistance accelerates the review process. Every archived record carries a complete audit trail with timestamps, and records are exportable to satisfy examiner requests. The hosted platform is typically operational within days of onboarding and scales automatically as advisers are added, with no additional manual oversight required.

Designed for lean compliance teams at firms of every size — from solo practices to multi-office organizations — Simple Email Archive addresses the core challenge of demonstrating full communication retention to SEC or FINRA examiners without reconstructing records manually. Archives are structured so that examiner requests can be answered in minutes. Data security and virus protection are built into the platform.

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Simple Email Archive reviews

Overall rating

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

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Simple Email Archive's key features

Most critical features, based on insights from Simple Email Archive users:

Archiving & retention
eDiscovery

All Simple Email Archive features

Archiving & retention
eDiscovery

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Simple Email Archive support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Phone Support

Training options

Documentation
Live Online

Simple Email Archive FAQs

Q. Who are the typical users of Simple Email Archive?

Simple Email Archive has the following typical customers:
Freelancers, Small Business, Mid-size Business

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Q. What level of support does Simple Email Archive offer?

Simple Email Archive offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support

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