Finally, an archiving solution for modern financial advisory firms

Easily comply with AI-powered archiving, monitoring, and logging requirements for your financial advisory firm's digital communications.

Finally, an archiving solution for modern RIA firms

Easily comply with AI-powered archiving, monitoring, and logging requirements for your digital communications.


It's time for a better compliance tool

Participant Programs and Partners:

Stay compliant, while staying in touch

Works everywhere you work

Email, messaging, and social media in one AI-powered solution designed for scalability.

User-friendly interface

Remove the complexity of advisor compliance with software that's easy and intuitive to use.

Reduce manual work with automation

Real-time compliance reviews and self-regulation modules for modern financial advisory firms.

The new standard in archiving for financial advisory firms

Comply with regulations

Designed to capture and store all your advisory firm's data in accordance with SEC rule 17a-4 and other FINRA regulations.

Simplified user experience

Designed to address the unique needs of financial advisory firms, our commitment is to make your firm compliant and audit-ready.

Reduce manual work

Our revolutionary pre-compliance checks will replace your keyword searches and eliminate 90% of your manual monitoring workload.

Encrypted and secure

We adhere to the highest industry standards for data security, utilizing AWS hosting, and encrypting sensitive data.

Easy to deploy

Our onboarding process is simple and quick, with a dedicated team that is trained to seamlessly connect all of your firm's data.

Personalized support

Experience support at every stage, from onboarding and training to ongoing assistance. Reach out to us via phone, chat, or email.

You’ll save more with Presults – money and time.

See why we're the fastest growing archiving and compliance tool for RIA firms

It's time for a compliance tool that meets your needs

Join the thousands of financial advisors using Presults for archiving

We are purpose built to solve the specific compliance challenges faced by financial advisory firms.


"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

Switching from GlobalRelay, Erado, or Smarsh?

Compare Presults to other legacy compliance platforms.