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Presults

by Presults · Since 2021
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Active1+ countriesCloud
Quick facts
VendorPresults
Year launched2021
StatusActive
Location1330 6th Avenue, New York, NY 10019, USA
Countries served1+
Languages1
Integrations7+
Free tier
Free trial
Contact salesYES

About Presults

Presults is a data analysis software from Presults that focuses on election results reporting. It provides real-time data visualization, customizable reports, and access to historical data so users can analyze trends and outcomes effectively. The platform supports the integration of various data sources to improve reporting accuracy and accessibility. Additionally, it includes features for user collaboration, enabling teams to work together on analysis projects. Presults is designed to cater specifically to political organizations, analysts, and campaign managers that need to manage and interpret election-related data efficiently. Key capabilities: real-time data visualization customizable reporting historical data access data source integration collaboration tools Best for: political organizations and analysts that need to analyze election results.

Presults offers a modern and streamlined approach to compliance for Registered Investment Advisor (RIA) firms, positioning itself as a powerful archiving solution for an industry increasingly reliant on digital communication. The software's primary purpose is to simplify and automate the complex requirements of SEC rule 17a-4 and FINRA regulations, providing a single, AI-powered platform to archive, monitor, and log communications from a variety of channels, including email, social media, and text messages. Its core functionality is built around the idea of reducing the significant manual workload traditionally associated with compliance. By centralizing the archival of diverse digital content, Presults provides a comprehensive and scalable system that caters to organizations of all sizes, from individual advisors to mid-sized firms, ensuring that all important communications are securely stored and easily retrievable for audits and legal inquiries. This focus on consolidation and automation is designed to save firms valuable time and resources, while providing peace of mind that their digital records are compliant and audit-ready.

Pros & Cons

What users like
  • +Strong compliance alignment with SEC / FINRA regulations.
  • +Broad coverage of communication channels in one platform.
  • +Automation reduces manual monitoring workload.
  • +Simplifies compliance tasks for advisors and compliance officers.
  • +Secure hosting and encryption with data export flexibility.
What users flag
  • English only, no multi-language support.
  • US-centric focus, limited evidence of global reach.
  • Limited detailed public documentation.
  • No in-app marketplace for extensions.
  • Pricing is no transparent

Features

Key features

AI-powered compliance monitoring
Automatically monitors emails, social media, SMS, and other communications for regulatory compliance.
Pre-compliance checks
Performs real-time checks to flag potential compliance issues before they occur.
SEC & FINRA compliance
Ensures data capture and storage meet SEC rule 17a-4 and other FINRA regulations.
Data export
Allows firms to export archived data easily for audits or internal use.
Transparent pricing
No long-term contracts or hidden fees, simplifying budget planning.

Additional features

Email archiving
Captures and stores all emails in a compliant manner.
Social media archiving
Captures and archives content from business social media accounts.
Website archiving
Preserves website and blog content, including images and code.
Texting/WhatsApp/SMS/iMessage archiving
Captures and stores text messages for compliance purposes.
Compliance automation
Automates compliance workflows and monitoring tasks.
Monitoring & reviews
Provides tools to review communications for potential compliance issues.
Robust search & retrieval
Allows quick searching and retrieval of archived records.
Encrypted & secure infrastructure
Ensures data security using AWS hosting and encryption.
Easy onboarding & deployment
Dedicated support team helps firms connect data quickly.
Pre-compliance risk-flagging
Reduces manual monitoring by highlighting risky communications automatically.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
6
Billing currencies

Available in

United States

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD

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