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.

archiving technology for financial advisors

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.

Communication archiving financial advisors
Archive everything for your RIA

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.

email archiving financial advisors

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

Your modern email archiving solution

Future-proof your financial advisory firm with an archiving solution built for the digital era.