Sausalito Labs iMessage & WhatsApp Archiving

A: Absolutely — and candidly, firms your size are exactly who Sausalito Labs was built for. Enterprise solutions from larger vendors are often priced and architected for Wall Street’s biggest banks, leaving smaller RIAs, boutique broker-dealers, and municipal advisors underserved. Sausalito Labs gives you the same native-app capture, the same compliance-grade archiving, and the same regulatory defensibility — at roughly one-third the cost of issuing a corporate iPhone. The single-SIM targeting feature is specifically valuable for BYOD environments where issuing second devices is impractical, so your team carries one phone and your compliance records are complete.

A: Sausalito Labs platform monitors the health of every capture session. If a disconnection is detected — from a password change, a new device, or extended inactivity — both the employee and Compliance receive an immediate email alert with a one-click reconnection link. Reinitializing a session takes under five minutes. Your admin dashboard also provides real-time status visibility across all users, so you can identify and address gaps before they become audit findings. No messages are lost during active sessions, and the system is specifically engineered to minimize disconnections through Apple, Google, and Meta’s native linked-device protocols.

A: Three things set Sausalito Labs apart. First, Whitelist Capture lets you archive only designated business contacts — protecting employee privacy and dramatically improving adoption rates. Most competitors capture everything from the device, creating friction and resistance. Second, single-SIM/eSIM targeting means you can isolate capture to one phone number on a dual-SIM iPhone, eliminating the need for corporate devices entirely while maintaining firm level command and control of client message channels (if an advisor leaves, the client communication does not also leave with their personal number). Third, archive-anywhere delivery converts messages to standard email format and routes them to any compliance archive or journaling address. No proprietary viewer required. No vendor lock-in. Your supervision team works with mobile messages the same way they already work with email. And the price point is typically a fraction of enterprise alternatives — making it realistic for firms under 100 employees.

A: Most firms are fully operational within five to seven business days from submitting their user list. Account provisioning typically takes two to three days. After provisioning, individual employee onboarding takes under ten minutes per person — they receive a welcome email, set a password, link their device through the monitored user dashboard, and start capturing. The process is intentionally designed to be self-service, yet every firm also gets a dedicated onboarding team included at no additional cost. If any employee would rather have someone walk them through the process step-by-step on a quick Zoom call, our team is standing by to do exactly that.

A: We price Sausalito Labs to make compliance achievable for firms of every size — including solo practitioners and small teams. There are no onboarding fees, no server fees, no platform licensing fees layered on top, and critically, no minimum license commitments forcing you to pay for ten seats when you only need one.

Per-user pricing covers capture across whichever networks your employees use — iMessage, WhatsApp, Google Messages, or any combination. A full onboarding team is included at no extra charge. We frequently describe the investment as roughly one-third the cost of purchasing a corporate iPhone, which makes the ROI straightforward: full regulatory coverage for less than the price of the devices you’d otherwise need to issue. Answer 3 questions on our Custom Quote form and we will delivery formal pricing in black & white within 24 business hours.