Presults vs. Smartria Comparison


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About Presults is a modern compliance solution for SEC and FINRA- registered investment advisers. We help financial advisors by providing a cost-effective and intuitive solution for archiving client communications, including text messaging, social media, email, and websites. Presults allows advisors to proactively address potential compliance issues before they occur.	About Smartria is RIA compliance software designed to help registered investment advisors, chief compliance officers, and compliance consultants centralize and automate SEC and FINRA compliance programs. The platform comes pre-configured for relevant regulatory requirements while allowing firms to customize workflows and processes to their specific compliance needs. Compliance management features organize tasks, forms, deadlines, alerts, reminders, regulatory filings, and record retention within a centralized system. Smartria also provides marketing review workflows, employee attestations, trade monitoring, vendor management, employee oversight, and automated employee onboarding. Trade monitoring supports customized trade rules, pre-clearance, front-running alerts, and Know Your Client and Know Your Employee requirements.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Financial Professionals	Audience Registered investment advisors, chief compliance officers, compliance teams, wealth management firms, and compliance consultants that need to manage, automate, document, and scale SEC and FINRA compliance programs
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $89 per month Presults is $89 per month for the first 3 users and then $10 per month for additional connectors Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 1.0 / 5 ease 1.0 / 5 features 1.0 / 5 design 1.0 / 5 support 1.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Not much I can say that is a pro for this platform except that I am usually capable of logging in to the system and eventually completing tasks. Cons It is horribly unreliable. Unintuitive. Clunky. No evolution. Just crap. The support is even worse. It is non-existent.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Presults Founded: 2020 United States presults.com	Company Information Smartria Founded: 2011 United States smart-ria.com
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Categories Email Archiving Supported	Categories Compliance Supported
Show More Features Email Archiving Features Access Control Not Supported Backup Management Not Supported Compliance Management Supported Data Deduplication Not Supported Data Export Supported eDiscovery Not Supported Encryption Supported Retention Management Supported Storage Management Supported Threat Protection Not Supported	Show More Features Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Not Supported Audit Management Supported Compliance Tracking Not Supported Controls Testing Not Supported Environmental Compliance Not Supported FDA Compliance Not Supported HIPAA Compliance Not Supported Incident Management Not Supported ISO Compliance Not Supported OSHA Compliance Not Supported Risk Management Supported Sarbanes-Oxley Compliance Not Supported Surveys & Feedback Not Supported Version Control Not Supported Workflow / Process Automation Not Supported
Integrations Facebook Supported Google Workspace Supported Instagram Supported LinkedIn Supported Microsoft 365 Supported Microsoft Teams Supported Zoom Supported View All 8 Integrations	Integrations Facebook Not Supported Google Workspace Not Supported Instagram Not Supported LinkedIn Not Supported Microsoft 365 Not Supported Microsoft Teams Not Supported Zoom Not Supported
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