We’re here to help.

Our team of experienced and knowledgeable services
professionals is laser-focused on one thing – enabling YOU
to conquer YOUR most critical business challenges with the
effective use of Smarsh comprehensive archiving solutions.


Smarsh Assisted Review

Handle your ever-growing supervision & review needs
with assistance from Smarsh. Our certified professionals
optimize your message review process, allowing you
to focus on real risk without added headcount.

Learn More About Assisted Review

Yes, we have industry leading technology, but we also have over 15 years of experience to draw upon with a dedicated, committed group of experts for you and your teams to leverage for initial implementation success and for long-term, continued ROI. Whether it’s training and education, platform tuning services or fully outsourced solutions like Assisted Review™, we’ve got the right blend of offerings to meet your unique needs.

Getting Started with Smarsh

What does on-boarding
look like with Smarsh?

Making the Most of The Platform

Find out how to make Smarsh
technology work best for all your needs.

Taking The Platform Further

Smarsh is here to help with a variety
of powerful services.

“I run a lean, client-focused organization, so I rely on technology. We have a one-person compliance department, and I wanted a solution that would limit her time spent on supervision to no more than an hour each week. Smarsh offered us a tool that made a vast field of data easily searchable.”

Heron Financial Group | Wealth Advisors, a New York-based registered investment advisory firm (RIA), caters to client families with $1–10 million in investable assets. Heron doubled assets over the last two years by effectively utilizing social media including LinkedIn, Facebook, Twitter and YouTube to enhance a targeted marketing effort.

- David Edwards, Founder and President, Heron Financial

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Smarsh offers packages for all your needs.
Find out which package is best for you, and what’s included!

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What’s included in your subscription?

Learn more about Smarsh Services