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Wealth Utilities

Global Relay

Secure communications archiving and compliance for financial services.

"Global Relay provides comprehensive communications archiving and compliance solutions for regulated industries. It enables firms to capture, preserve, and supervise electronic communications data to meet regulatory requirements and mitigate risk. RIAs use Global Relay to ensure compliance with SEC and FINRA regulations regarding electronic communications."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #19 in Wealth Utilities
Validated Adoption
2,162 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Comprehensive communication archiving
eDiscovery and legal hold
Supervision and compliance workflows
Multi-channel data capture
Secure and compliant storage

Primary Use Cases

Maintaining regulatory compliance
Responding to audits and investigations
Protecting client data

Agentic Intelligence Briefing

"Global Relay helps financial firms meet regulatory compliance by providing secure archiving and eDiscovery solutions for all electronic communications."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive communication archiving
eDiscovery capabilities
Regulatory compliance focus

Adoption Hazards

Potentially complex implementation
Integration challenges with certain platforms
Cost can be a barrier for smaller RIAs

Stack Compatibility Profile

How Global Relay integrates into institutional RIA stacks.

2,162 Firms Analyzed
Red Oak
56%
Stack Correlation
Riskalyze Online
53%
Stack Correlation
Nitrogen Wealth
52%
Stack Correlation
Smarsh
44%
Stack Correlation
Elements Financial Planning
41%
Stack Correlation
ROL
39%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs, Broker-Dealers, and other financial institutions subject to regulatory oversight.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Smarsh
2Proofpoint

Value Proposition

"Ensure bulletproof compliance and streamlined eDiscovery with Global Relay's comprehensive communication archiving solution, giving your RIA peace of mind."

Audit Your RIA Stack

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