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What is Presults?

By utilizing pre-sending alerts, you can avoid missing out on crucial keyword searches. The problem had already been addressed by the time the email notification was dispatched. This proactive approach will enhance employees' awareness of compliance matters as they arise, fostering a stronger sense of accountability. An effective tool can showcase your dedication to adhering to SEC17(a)-4 regulations. With our constantly updated lexicon, you can set aside concerns. We identify and intercept emails that may violate compliance before they are delivered to the intended recipient. Additionally, there are adaptable remediation options available that allow for the email to proceed if needed. All correspondence is meticulously saved for swift review and archived in alignment with regulatory requirements. This comprehensive system not only promotes compliance but also streamlines the oversight process.

What is Kestrelbox?

Kestrelbox is a tailored wealth management CRM designed specifically for financial advisors, consolidating crucial functions such as household-focused client management, asset under management tracking, regulatory compliance assurance, and automated communications into a single platform that supports advisors in strengthening and maintaining their client relationships. This cutting-edge tool resolves a significant issue in the wealth management landscape, where advisors face the challenge of efficiently managing client households, monitoring assets under management, maintaining compliance with FINRA and SEC regulations, and ensuring smooth communication with both potential and existing clients. Unlike conventional methods that require the use of multiple disconnected tools—such as various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox integrates all these capabilities into one cohesive solution, emphasizing a household-centric approach that optimizes operations for financial advisors. This integration not only simplifies their workflow significantly but also empowers them to deliver outstanding service to their clients, which in turn fosters growth in their practices. Furthermore, by eliminating the need for multiple platforms, Kestrelbox allows financial advisors to focus more on building relationships rather than managing software tools.

Media

Media

No images available

Integrations Supported

Facebook
Google Workspace
Instagram
LinkedIn
Microsoft 365
Microsoft Teams
Zoom

Integrations Supported

Facebook
Google Workspace
Instagram
LinkedIn
Microsoft 365
Microsoft Teams
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$89 per month
Free Trial Offered?
Free Version

Pricing Information

$197/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Presults

Date Founded

2020

Company Location

United States

Company Website

presults.com

Company Facts

Organization Name

Kestrelbox

Date Founded

2026

Company Location

United States

Company Website

kestrelbox.com

Categories and Features

Email Archiving

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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