Text Message Supervision
Software
Text messaging is how business gets done — quick check-ins, scheduling follow-ups, confirming meetings. But for compliance teams, it’s long been the Wild West. Personal devices, encrypted platforms, and zero visibility mean conversations are happening that firms can’t see, let alone supervise.
24/7 Support
<1 Hour Average Help
Ticket Resolution
>99.9% Uptime
Continuous Enhancements with Zero Downtime
Red Oak Text Messaging Supervision brings modern, intelligent oversight to one of the hardest channels to regulate. Whether texts are sent from a personal phone, firm-issued device, or messaging app like iMessage or WhatsApp, Red Oak captures, archives, and routes them through supervision workflows built specifically for mobile communications.
24/7 Support
<1 Hour Average Help
Ticket Resolution
>99.9% Uptime
Continuous Enhancements with Zero Downtime
Why Choose Red Oak for Text Message Supervision?
Built for Mobile Behavior, Not Against It
Empower your advisors to communicate naturally while keeping compliance teams in control.
Smart Filtering, Real Oversight
Surface what matters. Minimize noise. Supervise efficiently.
Private by Design
Red Oak respects the boundary between personal and business — ensuring compliant capture without intrusive device control.
Fully Configurable, Seamlessly Integrated
Define supervision triggers, escalation paths, and retention rules — all customizable to your firm’s needs.
Compliance Without the Compromise
No need to shut down texting or risk letting it go unmonitored. With Red Oak, you get both supervision and simplicity.
Your Data Is Always Yours
We never hold your data hostage. You’ll never be charged for access, exports, or retrieval. It’s your data — always.
Trusted by 2,000+
Firms Globally
Partner to Over Half of
the Top 20 Asset Managers
84 NPS Score—Setting the Standard
for Client Satisfaction
Trusted by 2,000+ Firms Globally
Partner to Over Half of the Top 20 Asset Managers
84 NPS Score—Setting the Standard for Client Satisfaction
How Text Message Supervision Works
Capture Across Any Device or Platform
Supervise SMS, iMessage, and WhatsApp — whether messages are sent from personal phones, firm-issued devices, or third-party apps.
Smart, Channel-Specific Review Workflows
Route mobile communications through workflows built specifically for text messaging, with lexicon-based risk detection and customizable escalation paths.
Audit-Ready Archiving
Securely store every captured message with full context for easy retrieval, defensible audits, and long-term compliance.
Ready to bring clarity and control to mobile communication?
Let us show you how Red Oak can make compliant texting simple, secure, and scalable.
Our Industry-Leading Reputation
