The ultimate AI-powered compliance solutions with unbeatable value
Remove the headache of outdated and costly compliance providers. Committed to innovation, Presult's modern technology is constantly updating to provide advisory firm's with the compliance solutions that they need. From automated social media archiving to proactive email monitoring, our intuitive user interface ensures an effortless experience and seamless integration.
Staying compliant has never been so simple
Presults ensures your financial advisory firm complies with industry regulations by capturing and storing all of your data in accordance with SEC rule 171-4 and other FINRA regulations.
Advanced email archiving solution
Presults keeps your emails compliant and audit-ready, storing them in a user-friendly system for easy access and exports.
Collect and store social media data
Presults automatically archives content on your business's social media platforms, making it easy to comply with industry regulations.
Compliance automation to free up valuable hours of work per week
Presults automated archiving is specifically designed to help financial advisory firms stay compliant with industry regulations and always be audit-ready.
Spend less time reviewing emails
Presults keeps your emails compliant and audit-ready, storing them in a user-friendly system for easy access and exports.
Proactively monitor communication
Presults automatically archives content on your business's social media platforms, making it easy to comply with industry regulations.
An easy and intuitive user experience
Compliance solutions don’t have to be complicated. Presults provides an intuitive and easy-to-use platform, making it a breeze to find what you need.
Archive text and WhatsApp messages
Messages sent through Presults texting app or WhatsApp are archived for compliance, providing you with greater peace of mind.
Automate website archiving work
Presults is the ideal choice for archiving websites and blogs, ensuring complete capture of images and code for thorough record-keeping.
“We use Presults at Uptick Partners to empower advisors with the tools they need to foster growth within their practices. We've encountered numerous compliance solutions, but none have impressed us as much as Presults.”
- Jason Barber, CFP®
Senior Partner, Uptick Partners
Switch to Presults and discover compliance done right
✔ Cut email reviews by 90%
Designed to capture and store all your data in accordance with SEC rule 17a-4 and other FINRA regulations.
✔ Free and easy access to data
Designed to address the unique needs of financial advisory firms, our commitment is to make your firm compliant and audit-ready.
✔ Proactive compliance with AI
Our revolutionary pre-compliance checks will replace your keyword searches and eliminate 90% of your manual monitoring workload.
✔ Encrypted and secure
We adhere to the highest industry standards for data security, utilizing AWS hosting, and encrypting sensitive data.
✔ User-friendly interface
Designed to address the unique needs of financial advisory firms, our commitment is to make your firm compliant and audit-ready.
✔ Personal training and support
Experience support at every stage, from onboarding and training to ongoing assistance. Reach out to us via phone, chat, or email.
