Presults Archiving and Compliance
Overview
Presults is a leading provider of email, website, and social media compliance, archiving, and discovery for registered advisers. The Presults self-regulating platform drastically reduces compliance risk and the cost of manual reviews by utilizing smart AI-powered risk models.
Key Features
SEC and FINRA Compliant Archiving
Email Reviews and Logs
Website & Social Media Archiving
Automated Compliance
Employee Training
Data Protection
Tone Analyzer
Phishing Protection
Key Benefits
- All-in-one solution for advisors
- No long-term contracts
- Value pricing
- White-glove customer support
- Modern, easy-to-use technology
製品/サービス名 details
SOLUTION OR SERVICE TYPE
Anti-Fraud Systems, Data Loss Prevention, Disclosure Reporting Systems, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Governance, Risk and Compliance Systems (GRC), Investment Advisor Systems, Investor Websites & Portals, Personal Financial Management Systems, Social Media Management Platforms, Social Media Monitoring - Company View, Social Media Monitoring Tools - Customer View, Social Media Surveillance Systems, Wealth Management Systems STP (Front to Back Office)