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Presults Archiving and Compliance

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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

Product/Service 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)
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