Capture and store all your data in accordance with SEC rule 17a-4 and other FINRA rules.
Eliminate most of your work with our built-in compliance lexicons that stop emails before reaching the recipient.
Easily retrieve emails and web pages in the Presults™ user-friendly comprehensive dashboard.
"We were stuck with a legacy provider for years, suffering from decades-old solutions, non-existent customer support and exuberant prices. We're glad we switched to Presults!
• SEC & FINRA rules governing social media archiving
• Connecting your social media channels the right way
• All-in-one email, website, and social media archiving
Advisors are required to maintain adequate books and records, which includes all communication with clients. While plenty of archiving solutions exist, not all are created equal.
Tired of subpar support? From onboarding and training, to ongoing support, we're here to help you via phone, chat, or email. No robot answers, just real people with the support you need, when you need it.
Presults™ leverages advances in archiving technology to deliver cost-effective solutions that increase compliance and reduces time spent on reviews.
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