Presults a modern archiving and compliance solution

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FAQ

How is Presults different from other email archiving products?

Presults offers a modern, easy to use, proactive email, social media, sms/text message, and website archiving and compliance SaaS based solution exclusively for the financial sector.

We don’t charge for onboarding, data exports, custom reports, or training.  We pride ourselves on listening to our clients and providing the best client experience.

How is Presults Priced?

Starting at $89/month for the first 3 users, including 3 email addresses, 3 social media channels, 1 website domain, and 3 sms/text.  Additional users are only $10/month per user.

SMS/Text only pricing starts at $10/month per user.

Data conversion/storage is only $1.50 per GB

How long does it take to onboard with Presults?

Onboarding is easy and takes less than 1 hour to get your firm up and running.  Depending on the amount of data that needs to be uploaded, this can take a day to weeks before it’s available in Presults.

Do you charge for custom reports?

Onboarding is easy and takes less than 1 hour to get your firm up and running.  Depending on the amount of data that needs to be uploaded, this can take a day to weeks before it’s available in Presults.

Do you archive SMS/Texts and other SMS channels?

Yes, we have our proprietary SMS Presults app available on the Apple iPhone iOS and Android along with VoIP.  We also archive Zoom phone, chat, and RingCentral.

Do you archive Social Media and Messaging apps?

Yes, we currently archive LinkedIn, Facebook, Instagram, Twitter, WhatsApp, MS Teams, and YouTube.  We will continue to add more apps monthly.

What are your support hours?

Live support is available from 8am to 8pm EST at (303)376-9920.  Our chat and email support is available 24/7, support@presults.com.

Data conversion/storage is only $1.50 per GB

What's your level of security?

Presults SOC2 will be available by October 1st, 2023.

Do you integrate with other vendors?

Yes, we have integrations and partnerships with other vendors.  We offer a SSO integration as well as API custom integrations.

Do you charge for data exports?

No, we do not charge for data exports.  We will export your data for free upon request.

See why thousands of advisors have switched to Presults

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