Presults Email Format
Financial ServicesNew York, United States2-10 Employees
Presults is a financial services software company based in New York City. It provides archiving and compliance solutions designed to help financial advisors manage client communications in accordance with SEC and FINRA requirements, covering emails, social media, SMS/text messages, and websites. The service aims to reduce compliance risk and the cost associated with manual reviews by applying AI-powered risk models. The company targets financial advisors and related firms that must meet regulatory standards for communications retention and review. In recent years, Presults has expanded its offerings with SMS-compliant archiving, and leadership changes in 2022 positioned the firm to further develop its wealth-tech and compliance capabilities.