Compliance
Presults partners with Merchant-backed AdvisorAssist
Presults today announced an equity investment from Merchant-backed AdvisorAssist
October 26, 2022
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Presults today announced an equity investment from Merchant-backed AdvisorAssist
You can now archive your Zoom SMS messages with the Presults integration
Advisors have a duty to protect client data. Presults gives you the ability to proactively watch over the valuable data of your clients.
How you can use AI to create a more efficient, cost-effective, and robust compliance program.
Tips for financial advisors to help them avoid being part of the 90% of RIAs who fail in the first three years – here’s how to succeed.
Advisors are required to maintain adequate books and records, which includes all communication with clients. While plenty of archiving solutions exist, not all are created equal.
Presults™ offers a new standard in compliance that is easier to manage, reduces cost, and is highly-effective.
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