Built by XYPN, for XYPN
We’re driven to help make our members’ lives better and easier. It became clear over the past year that XYPN members needed an archiving tool built for them.
A tool that could keep pace with changing technology. A tool that does what you need and nothing more. A tool that makes your life just a little bit better and easier.
We built XY Archive just for XYPN members. We’re glad you’re here.
What We Archive
WEBSITE
Capture your entire website in the industry-standard format: .warc. Blog or homepage, one page or multiple, we’ll archive it for you.
SOCIAL MEDIA
The way you advertise your firm and communicate with clients is constantly evolving. We’ll keep up with you. Promote your business on Instagram, Twitter, and Facebook—we’ll capture it all.
Facebook: Personal and Page Videos, Images, and Posts
Instagram: Professional Accounts: Photos, Videos, and Captions
Twitter: All of it: Tweets, Photos, Videos, and Direct Messages
Gmail or Microsoft? We’ve got you covered. XY Archive stores and reproduces quickly everything you’d need in an audit, including the heading, body, sender, recipient, and anyone cc’d or bcc’d on your emails.
How We Archive
Social Media & Email
We want archiving to work as hard as you do. That’s why we use Direct APIs for all connections to your social media and email accounts. That means more secure and faster connections and archiving. Just add your accounts and we’ll do the rest.
All of this data will be available to you at any time, for no cost and within minutes.
Website
Your website is archived either monthly, weekly, or daily—it’s up to you! You can export your archive into a file format that allows you to view not only the media, text, and layout of your website, but contains the HTML, CSS, and anything else a regulator may want in an audit.
Pricing, Simplified
XYPN Members
$0/month
$50/month per 8 additional sources
Retail Price
$150/month
$75/month per 8 additional sources
If an XYPN member leaves the Network, they are eligible to continue using XY Archive at the retail price
We built XY Archive to make your life simpler. That same philosophy applies to our pricing.
XY Archive is included with XYPN membership at no additional cost. This includes up to 8 sources per member of any social media, email, and website* sources.
If you ever leave the Network you can continue using XY Archive at the retail price.
*Please note: there is a limit of one website source per account.
Compliance, Simplified
Why do you need an archiving tool, anyway?
Registered investment advisors (RIAs) are required to keep books and records of any communication and advertising you do in the course of servicing or acquiring clients.
Basically, if you talk to a client or advertise your firm—you have to make a record.
XY Archive enables you to comply with books and records requirements (SEC Rule 204(2) and SEC Rule 17a-4) without worrying. Communicate with clients and advertise your business where and when you want—we’ll be in the background, archiving away.
Your Data & Privacy Are Important to Us
We know an archiving tool collects a lot of data. At the end of the day, any data we collect is for the purpose of keeping you compliant.
Privacy Policy
Check it out here. We think you’ll find it pretty robust.
A quick highlight: no human at XYPN will view your data without your explicit permission.
OAuth
No passwords needed.
XY Archive leverages OAuth technology for sign-in and integrations, meaning your passwords are never stored on our servers.
AWS
XY Archive uses Amazon Web Services (AWS) to house our infrastructure and store your data.
AWS’s data centers have been accredited under the following: ISO 27001, ISO 27017, ISO 27018; SOC 1/SSAE 16/ISAE 3402, SOC 2, SOC 3; PCI DSS Level 1; FISMA Moderate; Sarbanes-Oxley (SOX); SEC Rule 17a-4(f)
Encryption
All archives are double-encrypted and WORM compliant.