FINRA & SEC-Ready Client Messaging and calls

Capture every client call, SMS, WhatsApp and social messaging.
Sync with your existing archival system.

Connect your ecosystem. Keep your workflows.

Teams

Zoom

Messages

Sales Force

WhatsApp

WeChat

Line

Call

Trusted by global banks and wealth firms

Every conversation. One secure identity.

Capture every call, SMS & message. Audit and compliance ready.

Off-channel fines
$3.5B and rising

Client conversations moved to personal messaging apps. Compliance and capture didn't follow.

Advisors text
Compliance chases records

Manual records and exports don't scale. Modern compliance means capture at source - before it leaves the device.

Calls, SMS and messages
Captured at source

Every client call, SMS and WhatsApp message captured at the source and delivered your existing archive. Audit trail included.

A dedicated business identity. Without another device.

Communication Without Compromise.
Unified. Secure. Compliant.

FINRA-Ready
MiFID II
Archive Forwarding
SEC 17a-4
Off-channel Capture
Trusted by global banks

Product suite built for financial services

Purpose-built communication solutions for security, compliance, and control.

MultiLine™

Keep work and personal separate.

CoreLine™

Enterprise communication, simplified.

Alloy

Stay in Teams. Capture everything.

Where secure communication matters

Secure communications that simplify compliance, empower your workforce, and protect every business conversation.

Financial Services

Healthcare

Government

Transportation

Legal Services

70+ Industries & beyond

One Platform.

Endless Use Cases.

Forwards to every major Archive

Sync to the top archival systems financial services firms use

Proven Security.
Trusted Compliance.

Industry-leading certifications built for every businesses conversation in finance

Frequently asked questions

Movius supports regulated communication across finance, healthcare, government, and field services.

Is Movius compliant with FINRA, SEC and MiFID II?

Yes. Every call, SMS and WhatsApp is captured at source and delivered to your archive. Movius meets SEC 17a-4, FINRA 3110 supervision, and MiFID II record-keeping requirements out of the box.

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How does Movius close the off-channel gap?

Employees message clients on the channels clients actually use. SMS, WhatsApp, WeChat and other social messaging apps through their Movius business number. Every message is captured at source before it leaves the device and forwarded to your archive.

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Which archives does Movius forward captured messages to?

Global Relay, Smarsh, Theta Lake, Bloomberg Vault, and other major compliance archives used across financial services. If your firm uses a specific archive, we support it or integrate quickly.

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How does Movius help us pass a regulatory audit?

Every client conversation is captured at source with full metadata - participants, timestamps, content, channel. Compliance teams get a searchable, exportable audit trail. Off-channel screenshots and manual exports are replaced with automatic capture.

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Can advisors keep their existing business number?

Yes. Movius supports number porting across 18 countries. Your advisors keep their existing business number. The capture and compliance layer is added underneath.

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Bring off-channel communications under your control

Let's talk compliance

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