Connect CurrentClient to Proofpoint to automatically forward every text message into your Proofpoint archive for books and records compliance.
Who is Proofpoint?
Proofpoint Archive is part of the Proofpoint Intelligent Compliance suite. It captures email, text, voice, social, and IM into an SEC 17a-4 compliant store designed to support FINRA Rules 4511 and 3110, SEC Rules 204-2 and 206(4)-7, and the equivalent FCA and IIROC rules.
What you'll need
Your Proofpoint journal destination address. You can find it in your Proofpoint admin console or ask your Proofpoint account team.
Connect Proofpoint
Set up Proofpoint in CurrentClient: Open the Proofpoint setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.