We take security seriously

Our team specializes in building secure and reliable technology platforms. We utilize our expert knowledge of security and compliance to keep your information safe.

Secure retention and storing

Cyber security is a critical piece of record keeping and addressing it properly is crucial. We are committed to ensuring that Presults is a secure and reliable platform.

Our infrastructure runs on fault-tolerant systems and backups are made daily. We leverage redundant third-party providers to provide 24/7 monitoring and alerting of any downtime.

Product development

We follow industry best practices to develop and delivery our product securely.

Compliant tracking

We log every interaction between you and clients, and archive all the emails and communication performed on our platform.

Secure infrastructure

We adhere to the highest industry standards for data security, utilizing AWS hosting, and encrypting sensitive client data.


Who We Help

Presults is tailored for financial advisors who aspire to provide an excellent client experience without the fear of regulatory requirements and legal consequences. We automate compliance work so that advisors can focus on what they do best – offering impactful financial guidance to Americans. Our platform is perfectly suited for advisors aiming to establish themselves as frontrunners in the industry, and profoundly impact their clients' financial lives. If you're a financial advisor seeking to automate your firm’s compliance, get in touch.

At Presults, we are not just shaping the future of compliance; we are shaping the future of financial advisory excellence.