Simplifying compliance for complex financial industry regulation
Compliance solutions purpose-built for the modern financial advisory firm. Efficiently retain, search, and retrieve data from emails, social media, and text messages, ensuring smooth audits and prompt responses to compliance and data requests.
90%
Less digital communication to review
10+
Hours saved saved on monitoring per month
$1,800
Average annual savings for a 10-person team
Your firm's compliance solution for a connected world
Future-proof your financial advisory firm with a monitoring solution built for the digital era.
Best-in-class archiving and monitoring
Efficiently retain, search, and retrieve data from emails, social media, and text messages, ensuring smooth audits and prompt responses to compliance and data requests.
+
Intelligent real-time compliance
Reduce the risk of a compliance breach with our proactive compliance checks for outgoing communication and shave down time spent on monitoring by 90%.
"We use Presults and have found it to be very easy to use. We run a monthly check on our communications and the results are archived for future audit purposes. I love the ease of automation and having one spot to check for multiple email addresses."
- Jacqueline Benjamin Hatherley, COO & Ops Consultant
See why compliance officers love our time-saving intelligent solutions.
Our monitoring tool will automatically spot areas of non-compliance and take corrective action to prevent costly violations with real-time surveillance, review, and analysis of client communication.
Brilliantly simple workflow
Prepare to be surprised by how seamless your archiving experience can be. Presults is designed for ease of use and maximum efficiency.
Robust search capabilities
Find information easily and accurately using Presults intelligent and intuitive search capabilities built for your financial advisory firm's needs.
Automatic logging and updates
Forget about manually logging reviewed emails, our software runs in the background to track your activity and record the logs.
