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Archiving and Compliance

Updates to LinkedIn Connector

We have upgraded our LinkedIn integration following the release of LinkedIn’s new compliance module. Please ensure that all users at your firm reconnect to LinkedIn through the Presults Console with their login and password by:

 

  1. Logging into Presults
  2. Clicking “Connectors” on the left side of the screen
  3. Clicking “+Add New” next to social media 
  4. Clicking “Connect LinkedIn Compliance” and sign into LinkedIn using their user name and password
You can find a video walking you through the process here: YouTube Tutorial Video

What Else is New at Presults?
 
  • Archiving now available for Zoom Team Chat
  • Upgraded connections to RingCentral and Microsoft Teams
  • 2023 WealthManagement.com Industry Award finalist for Compliance Technology
Please contact our support team at support@presults.com with any questions.
 

Contributor – Anne Harris, Head of Marketing, Presults

Photo Photo by Oleg Laptev on Unsplash

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Capture and store your data in accordance with SEC rule 17a-4 and other FINRA rules.

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