Presults
Modern archiving and pre-compliance review for financial advisors
Updated May 29, 2026
Connect CurrentClient to Presults to automatically forward every text message into your Presults archive for books and records compliance.
Who is Presults?#
Presults is an archiving and compliance platform purpose-built for financial advisory firms. It captures email, text, WhatsApp, social media, and websites under SEC Rule 17a-4 and FINRA rules, and layers AI-driven pre-compliance review on top to reduce manual monitoring work.
What you'll need#
Your Presults journal destination email address. You can find it in your Presults portal or ask your Presults account team.
Connect Presults#
Open the Presults setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.