The ultimate compliance solutions with unbeatable value

Remove the headache of outdated and costly compliance providers. Committed to innovation, Presult's modern compliance solution is constantly updating to provide advisory firm's with the features and technology they need. From automated social media archiving to proactive email monitoring, our intuitive user interface ensures an effortless experience and seamless integration.

Staying compliant has never been so simple

Presults ensures your financial advisory firm complies with industry regulations by capturing and storing all of your data in accordance with SEC rule 171-4 and other FINRA regulations.

Advanced email archiving solution

Presults keeps your emails compliant and audit-ready, storing them in a user-friendly system for easy access and exports.

Collect and store social media data

Presults automatically archives content on your business's social media platforms, making it easy to comply with industry regulations.

Compliance automation to free up valuable hours of work per week

Presults automated archiving is specifically designed to help financial advisory firms stay compliant with industry regulations and always be audit-ready.

Spend less time reviewing emails

Presults keeps your emails compliant and audit-ready, storing them in a user-friendly system for easy access and exports.

Proactively monitor communication

Presults automatically archives content on your business's social media platforms, making it easy to comply with industry regulations.

An easy and intuitive user experience

Compliance doesn’t have to be complicated. Presults provides an intuitive platform, making it quick and easy to find what you need.

Archive text and WhatsApp messages

Messages sent through Presults texting app or WhatsApp are archived for compliance, providing you with greater peace of mind.

Automate website archiving work

Presults is the ideal choice for archiving websites and blogs, ensuring complete capture of images and code for thorough record-keeping.

“We use Presults at Uptick Partners to empower advisors with the tools they need to foster growth within their practices. We've encountered numerous archiving solutions, but none have impressed us as much as Presults.”

- Jason Barber, CFP®
Senior Partner, Uptick Partners

Upgrade to Presults and discover compliance done right

✔ Review email reviews by 90%

Designed to capture and store all your data in accordance with SEC rule 17a-4 and other FINRA regulations.

✔ Free and easy access to data

Designed to address the unique needs of financial advisory firms, our commitment is to make your firm compliant and audit-ready.

✔ Proactive compliance with AI

Our revolutionary pre-compliance checks will replace your keyword searches and eliminate 90% of your manual monitoring workload.

✔ Encrypted and secure

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

✔ User-friendly interface

Designed to address the unique needs of financial advisory firms, our commitment is to make your firm compliant and audit-ready.

✔ Personal training and support

Experience support at every stage, from onboarding and training to ongoing assistance. Reach out to us via phone, chat, or email.

Looking to upgrade your compliance solution?

Book a call to learn how simple it is to update to a modern archiving solution.