RIAs, brokers, and agencies use ShySend to send policyholder updates, rate notices, and educational content — with audit trails, archive-ready exports, and the deliverability that regulated senders need.
If any of this sounds familiar, you're not alone — and you're not stuck with it.
No bolt-ons. No premium tiers hiding the basics. Here's what ships in the box for finance & insurance.
Every send is archived with full rendered HTML, recipient audience, and timestamp — kept as long as your retention policy requires, exportable on demand.
Pin disclaimers, ADV references, and required disclosures so senior staff can build content but never strip the compliance language.
Per-customer DKIM on a managed subdomain plus active complaint and bounce handling keeps your client communications out of spam.
Granular delivery, open, and click logs per recipient — exportable for FINRA, state insurance regulator, or internal audit requests.
Our compliance officer was the one who pushed us to switch. The archive and locked-disclosure features mean we stopped fearing the audit window.
Free forever for small audiences. No credit card. The drag-and-drop editor, the deliverability, and the templates are all included.