Presults is listed in the FINRA Compliance Vendor Directory​

Ready for intelligent, real-time compliance?

Email and SMS archiving, built for advisors.

Fully-compliant recordkeeping, less email reviews, and no long-term contracts.

Participant Programs and Partners:

Get peace of mind with all-in-one archiving

A fully-featured compliance solution designed for the needs of RIA and BD firms

Compliant archiving for all your messages

Capture and store all your data in accordance with SEC rule 17a-4 and other FINRA rules.

Review in real-time or anytime

Eliminate most of your work with our built-in modules that eliminate most of your manual reviews.

Audit-ready logging and exports

Easily retrieve emails and web pages in the Presults™ user-friendly comprehensive dashboard.

Works everywhere you work

A new standard in compliance that is easier to manage, reduces cost, and is highly-effective

Pricing that makes sense

Our straightforward pricing model is designed to work for financial advisors, and can save you 30% to 50% over other providers.

90% less email reviews

With our revolutionary real-time compliance reviews and self-regulation modules, you can eliminate most of your current review process.

Month-to-month contracts

We don't lock you into long-term contracts, and we don't keep your data hostage, because we believe we're the best solution for advisors.

Great customer support

From onboarding and training, to ongoing support, we're here to help you via phone, chat, or email.


Trusted by advisors to improve compliance efficiency:


"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."

- Kyle Wiggs, Co-Founder & Managing Partner, UX Wealth

White-glove customer support at every stage

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.

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