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Global Relay review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Global Relay is best for firms that need archiving plus compliant messaging. Pricing: Contact vendor. Skip it if you only need marketing-review software, not archiving.
How we review: this is an editorial summary of what Global Relay publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Firms that need archiving plus compliant messaging |
|---|---|
| Category | Compliance & marketing review |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | www.globalrelay.com/ |
What Global Relay does
Global Relay offers compliant electronic communications archiving, messaging, supervision and eDiscovery.
Key capabilities, per Global Relay
- Compliant communications archiving
- Messaging, supervision and eDiscovery
- One vendor for capture and review
Good fit if
You want firms that need archiving plus compliant messaging.
We recommend it for: broker-dealers.
Skip it if
You only need marketing-review software, not archiving.
What to check before you buy
- Get pricing per user and per channel.
- Ask about eDiscovery exports.
- Check retention settings against your requirements.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Global Relay compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Global Relay | Contact vendor | None listed | Pricing details |
| Smarsh | Contact vendor | None listed | Pricing details |
| Red Oak | Contact vendor | None listed | Pricing details |
| Saifr | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Get a Global Relay demo
Tell us a little about your firm and we'll pass your request to Global Relay's team. Free, no obligation.
FAQ
Is Global Relay good for financial advisors?
It's a strong fit for firms that need archiving plus compliant messaging. Compliant communications archiving, messaging, supervision and eDiscovery.
What are Global Relay's main features?
Compliant communications archiving. Messaging, supervision and eDiscovery. One vendor for capture and review.
Who should not use Global Relay?
You only need marketing-review software, not archiving.
How much is Global Relay?
Global Relay prices by quote; it doesn't publish prices.