Capture and store all your data in accordance with SEC rule 17a-4 and other FINRA rules.
Eliminate most of your work with our built-in compliance lexicons that stop emails before reaching the recipient.
Easily retrieve emails and web pages in the Presults™ user-friendly comprehensive dashboard.
Cut down on risky communication with automatic and manual encryption of sensitive content.
Monitor the narrative and communication style throughout your office with our integrated tone modules.
Protect your clients' personal information and financial documents with encryption and AI-powered data scrambling.