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 modules that eliminate most of your manual reviews.
Easily retrieve emails and web pages in the Presults™ user-friendly comprehensive dashboard.
"UX Wealth is excited to partner with Presults to bring email and social media archiving into the present era. We can now be proactive, rather than reactive, when it comes to email and social media compliance."
• 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.
© Copyright 2022 Presults