A complete email archiving solution built for the modern financial advisor
Presults' all-in-one compliance platform ensures digital communication and email archiving for financial advisors is held to the highest standard and remains compliant.
Compliant archiving
Keeping your email communications compliant and audit-ready has never been easier.
Free data export
We believe that accessing your data shouldn’t cost you – that's why we provide free data exports.
Dedicated support
Get help from our support team by email, or contact us by phone at 929-577-1450
Automatic archiving of your email platforms
Keeping emails compliant and audit-ready has never been easier. Our solution automatically archives client communications for you, storing records in accordance with 17a-4 guidelines.
Comply with industry regulations
Designed to capture and store all your 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.
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 painless, with a dedicated team of experts to seamlessly connect all of your data.
Email clients without getting into hot water
Experience reliable email archiving you can trust. With proactive monitoring and a sophisticated archiving system in place, you can confidently manage, store, and retrieve emails in accordance with regulatory requirements.
Participant Programs and Partners:
A whole new experience
"My experience with Presults has been excellent. I'm particularly impressed with their improved UI when it comes to reviewing emails."
Chesky D.
CSD Financial - Brooklyn, NY
Everything in one place
"Now, our emails, text messages, social posts, IM, everything is neatly displayed and easy to monitor for compliance."
Tom F.
PlanRite WM- Wichita, KS
