Compliance confidence for financial services communications

Bloomberg email has long been used by financial services professionals and is an essential communication tool. Bloomberg email integrates directly with Smarsh capture and archiving solutions to help your organization meet its recordkeeping, supervision and e-discovery obligations. Your team can review large quantities of email and identify risk faster, more easily and more effectively. Smarsh capture and archiving solutions for Bloomberg enable organizations to:

  • Communicate compliantly: Smarsh ensures seamless and complete capture of all email content that your organization sends through Bloomberg. Your teams can harness the power of Bloomberg while Smarsh helps you to meet strict SEC, FINRA, MiFID II and other records retention compliance requirements.
  • Monitor and protect your business: Smarsh fully integrates with Bloomberg email. Archived content is preserved in a search-ready state, policy-checked, and available for quick access and review.
  • Automate archiving and reduce review complexity: Smarsh connects to Bloomberg Anywhere accounts through SFTP to archive and index Bloomberg emails on a daily basis. Bloomberg email is automatically ingested into the Smarsh Enterprise Archive for accurate, fast, and highly effective search, e-discovery and case management. This includes including email sent and received through your primary email server.
  • End-to-end security: Whether data is in transit or at rest.

Key Features


Direct source capture

Bloomberg email is supported through SFTP capture. Content is captured in its native unaltered format, directly from the source, preserving chain of custody.
Message directionality

Message directionality

Users can search for messages in context and see the direction of each message, including whether it was sent internally or externally, whether a message was outbound or inbound.

Attachments support

Attachments, including images and other files, are supported. Content can be viewed or downloaded in proper context and in original form.
Identity Integrations

Identity integrations

Users can manage profiles across all archived communication channels with automated identity management.

Personal Archive access

In Professional Archive you can empower employees to access their own historical email with Personal Archive.

IP restrictions and encryption

Smarsh delivers top-tier security, management and operational controls. All data is encrypted in transit and at rest and stored in immutable, compliant format.