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RingCentral for Presults
by Presults LLC

Automated data archiving for SEC and FINRA compliance.

ALSO AVAILABLE FOR

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RingCentral for Presults

RingCentral for Presults is a direct integration where users can archive their RingCentral messages (such as your text and SMS data). Presults is used by individuals, firms and institutions that are regulated by the Securities and Exchange Commission (SEC) and FINRA in order to comply with recordkeeping rules and regulations. Presults for RingCentral helps you to manage and archive your conversations. 

Features:

  1. Direct API integration to store your SMS, and chats data 
  2. Ability to export your RingCentral data at anytime
  3. Search for keywords and filter by dates
  4. Automatically archive all SMS and opt-in to archive team chats and voicemails

Benefits:

  1. Direct integration with Presults
  2. Store all of your client communications in one place
  3. Search and audit your text communications

Getting Started

The RingCentral for Presults app can be connected through the Presults console (console.presults.com) after it is enabled by our Customer Support Team.

Contact the Presults Customer Support Team with any questions at [email protected] or connect with our team through the chat features on our website at presults.com.

Requirements:

  1. Connect your account in the Presults Console
  2. RingCentral Advanced or Ultra license