“We definitely could not have launched Chatter without Smarsh.”

IT Business Consultant

Standard Life Investments

“I know I have a responsibility to archive and perform electronic communications surveillance. The bottom line was that I had to find the best partner.”

Marshall Terry

COO, CCO, & Managing Director

“With Smarsh, you feel as though you’re an important client no matter the size of your firm. It was a very different feeling than what which I got from Global Relay.”

Tom Gardner

Chief Compliance Officer, Endurance Wealth

More than 6,500 customers and growing

  • Royal Bank of Scotland logo
    Santander logo
    Securities America logo
  • Sentry Insurance logo
    Sequoia Capital logo
    Signator Investors logo
  • Standard Life Investments logo
    Symetra logo
    Titlemax logo
  • Transamerica logo
    United States Securities and Exchange Commission logo
  • US CFTC logo
    ValMark logo
  • Vista Wealth Management logo
    Deloitte logo
    DivcoWest logo
  • DriveWealth logo
    Endurance Wealth Management logo
    ENSI - Essex National Securities logo
  • Good Year logo
    HD Vest logo
  • Heron Financial Group logo
    ING Financial Partners logo
    Kenmar Olympia logo
  • KPMG logo
    Lucien, Stirling & Gray - Advisory Group logo
    McLaughlin Ryder Investments logo
  • Morgan Stanley logo
    Nationstar Mortgage logo
    ONESCO logo
  • PennMutual logo
    Phillips 66 logo
  • Point West Credit Union logo
    ProEquities logo
  • RMS Residential Mortgage Services logo
    Rotation Capital logo
  • Advisor Group logo
    American Pacific Mortgage logo
    BBVA logo
  • Cetera Financial Group logo
    DriveWealth logo
    Lucien, Stirling & Gray - Advisory Group logo

“Easy to set up, even for the technology-challenged. When I had trouble a dedicated Smarsh rep guided me through the process. He had excellent knowledge of the SalesForce product and how it interacted with the Smarsh archiving app. He corrected my mistake in minutes. The compliance & technology teams are happy with the way it works — and as a result — so am I. You will be too.”

- Mark Smedley, DriveWealth


“After being a Smarsh customer for years on their email archiving platform, it was just natural to use their Chatter Archiving product. We just finished our Salesforce implementation, and am very impressed with the way the Chatter Archiving works. Implementation was completed quickly without any issues.”

- Farooz Alikhan, VP of IT, Divco West


Securities America

“Social media represents an important means of communication between advisors and clients. We have been supporting our advisors’ social media needs for over two years. Undeniably, it will become even more important going forward. We selected Smarsh for the functionality provided, ease of use and commitment to support.”

- Doreen Griffith, Executive Vice President and Chief Information Officer, Securities America

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We want to hear about your Smarsh experience