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Presults

Presults

Smart compliance for financial advisors made simple

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About

Presults provides an AI-powered compliance solution tailored for financial advisory firms, ensuring compliance with industry regulations such as SEC rule 17a-4 and FINRA regulations. The platform archives emails, messaging, and social media content, making it easy for firms to remain audit-ready. With features that automate archiving and a user-friendly interface, Presults streamlines record-keeping and reduces manual monitoring workload by up to 90%. The service guarantees high data security standards, utilizing AWS hosting and encryption. Presults is committed to supporting firms through onboarding, training, and ongoing assistance.

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