Compliance and archiving tools
Communications archiving, supervision and compliance software. Of 4 products here: 1 docs open, keys gated, 2 partner-gated, 1 none found.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| COMPLY (Comply for RIA, formerly RIA in a Box) Comply | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| Docupace Docupace Technologies | Partner-gated | Not found | Yes, self-serve | Couldn't read automatically | Oct 17, 2026 |
| Global Relay Global Relay Communications Inc. | Open docs, keys by approval | OAuth 2.0 (client credentials) | Yes, on request | Published | Oct 17, 2026 |
| Smarsh Smarsh | Partner-gated | OAuth 2.0 (client credentials) | Not found | Couldn't read automatically | Oct 17, 2026 |
Other categories: Advisor CRM · Financial planning · Portfolio management and reporting · Custodians · Wealth platforms · Regulatory adviser data · Prospecting data · Account aggregation · Market and reference data