We help RIAs automate the process of archiving their emails, websites, and social media platforms. We offer a fully-featured solution that is easier to use and more cost-friendly than the existing enterprise solutions currently in the market.
We cover SEC 17a-4 requirements for archiving your data, while reducing false positives and unnecessary flagging with AI-powered compliance models.
Sol is the President at Presults, a leading archiving and compliance solution for Registered Investment Advisors. Sol has many years of experience in developing and leading software products with a focus on regulation and the financial industry.
George is a partner and CTO at Presults, where he's involved in every aspect of product development and planning. Prior to Presults, George was leading large software projects in the blockchain and ML industries. George developed and monetized his first commercial software when he was 12 years old.
Director, Client Services
Bryan is the director of client services at Presults, where he advises clients on how to best utilize the Presults solution to best fit their needs. Bryan also leads the QA and customer support teams at Presults.
VP of Sales
Tina is the VP of sales at Presults, where she focuses on client acquisition and partnerships. TIna has extensive experience in FinTech and related fields, which helps her bridge the regulation technology and wealth management industries.
What you can expect from us:
Presults™ leverages advances in archiving technology to deliver cost-effective solutions that increase compliance and reduces time spent on reviews.
We act as your D3P (Designated Third Party) and store your emails, websites, and social media archives in accordance with the SEC 17a-4 regulations, and provide you with a Letter of Undertaking.