Keeping your communications compliant and audit-ready has never been easier.
Communicate with clients confidently on your preferred messaging platforms.
Get help from our support team by email, or contact us by phone at 929-577-1450
Designed to capture and store all your data in accordance with SEC rule 17a-4 and other FINRA regulations.
Designed to address the unique needs of financial advisory firms, our commitment is to make your firm compliant and audit-ready.
We adhere to the highest industry standards for data security, utilizing AWS hosting, and encrypting sensitive data.
Our onboarding process is simple and painless, with a dedicated team of experts to seamlessly connect all of your data.
"My experience with Presults has been excellent. I'm particularly impressed with their improved UI when it comes to reviewing emails."
CSD Financial - Brooklyn, NY
"Now, our emails, text messages, social posts, IM, everything is neatly displayed and easy to monitor for compliance."
PlanRite WM- Wichita, KS