Presults is listed in the FINRA Compliance Vendor Directory​

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An archiving solution that covers more and costs less

Our compliance suite archives more types of records at a lower cost (up to 50% less).

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Email Archiving

The Presults™ archiving solution caters to firms regulated by the SEC and FINRA to be compliant and audit-ready. We act as your designated third party and provide a letter of undertaking to the SEC and FINRA.

See how it works
  • Automated archiving built on top of existing email clients
  • Records stored in accordance with 17a-4 guidelines
  • Quick and intuitive access to your data
  • Easy data import and export
  • Runs on fast, modern infrastructure
  • Save up to 50% on archiving costs

Text, SMS, and Messaging Archiving

Our easy-to-use messaging app and standalone WhatsApp archiver allows you to communicate on your favorite channels.

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  • Get up and running in 5 minutes
  • Modern and convenient user interface
  • Use Presults, Zoom, or RingCentral to archive your texts

Social Media and Website Archiving

In addition to our core products, we also offer web and social media archiving, with flexible daily/weekly/monthly backups and full HTML capture.

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  • Social-media posts, comments, and messages
  • LinkedIn, Instagram, Twitter, and Facebook
  • Image and code capture
  • Easily search and find by page type

eDiscovery and Review

Reduce time spent on documenting flagged emails and random reviews with our Smart Pre-View solution.

Discover Smart Pre-View™
  • Automated weekly or monthly randomized email samples
  • Keep track of your compliance goals
  • Hold flagged emails before sending to the recipient
  • Quick and easy onboarding

Automated Self-Auditing

Presults™ delivers real-time self-auditing that stops noncompliant communications from being sent.

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  • The first-ever real-time self-auditing platform
  • Built-in compliance lexicon plus your custom keywords
  • Flexible options for remediation
  • Customizable triggers per team/user
  • AI-enabled negating terms

Tone Analyzer

Stay on top of communication styles between firm representatives and clients with our integrated tone modules.

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  • Innovative NLP (natural language processing) solution
  • Helps people recognize when stress kicks in
  • Adjustable trigger balance
  • Quick remediation in case of false positive
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"UX Wealth is excited to partner with Presults to bring email and social media archiving into the present era. We can now be proactive, rather than reactive, when it comes to email and social media compliance."

- Kyle Wiggs, Co-Founder & Managing Partner, UX Wealth

Presults™ offers a new standard in compliance that is easier to manage, reduces cost, and is highly-effective.

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Locations:
Atlanta, GA
Denver, CO
New York, NY
Malaga, Spain

support@presults.com

929-202-7100

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