Presults is listed in the FINRA Compliance Vendor Directory​

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Archiving and Compliance that covers more and costs less

Besides pricing our compliance suite at a more cost-effective rate (about 50% less), we also save CCOs valuable time and money on the review process.

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Compliant 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 with 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 - No contracts
  • Runs on modern, quick infrastructure
  • Save up to 50% on archiving costs

SMS and WhatsApp 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 UI for convenient messaging
  • Use your number to place and receive phone calls

eDiscovery - Reviews and Logs

Cut down your time spent on documenting flagged and random reviews with our SmartPreview solution.

Discover Smart Pre-View™
  • Automated weekly/monthly random email preparation
  • Keep track of your compliance goals (3%-5%)
  • Hold flagged emails before reaching the recipient
  • Runs on modern, quick infrastructure
  • Quick and easy onboarding

Web and Social Media 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 with comments
  • All your company pages and blogs
  • Image and code capture
  • Easily search and find by page type

Automated Compliance

Presults™ delivers a new approach to compliance that relies on responsible communication before the email reaches the recipient.

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  • The first-ever self-regulating platform
  • Built-in compliance lexicon + your custom keywords
  • Flexible remediation
  • Custom triggers per team/user
  • AI-enabled negating terms

Employee Training

By alerting employees to in-the-moment compliance breaches, they develop awareness and increased responsibility.

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  • Instant compliance feedback
  • Quick remediation in case of false-positive
  • Set flexible rules by department and user
  • Reduce your burden with more aware employees

PII Data Protection

Replace personal data with AI-generated values that feel and act like your real data, freeing you up to safely share and collaborate with sensitive information.

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  • Preserve real-world statistical outcomes
  • Intelligent modules for all kinds of data
  • XLS and CSV file processing
  • Safe for remote teams

Tone Analyzer

Stay on top of the narrative and communication style between employees and clients.

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  • Innovative NLP (Natural Language Processing) solution
  • Helps people be aware 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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Contact us

1330 6th Avenue

New York, NY 10019

info@presults.com

929-202-7100

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