01 Jan 2018

Finance, Legal Mobile Compliance

Who needs financial or legal compliance for mobile line?

Finance, legal, real-estate, mortgage, sales and service sector professionals need separate mobile line with calling, texting and call recording in order to help their client and be compliant at same time.

Where to get your financial or legal compliance for iPlum mobile line?
  1. Login to your iPlum online account https://my.iplum.com.

  2. Dashboard || Users || Click iPlum Login ID of the User

  3. Click action: “Financial/Legal Compliance”. It will take you to the prerequisites step by step.

Prerequisites for financial or legal compliance (Both A & B):

  1. iPlum Number Plan:

    • iPlum Monthly or Annual Unlimited Plan.

    • Note: If you currently have iPlum measured plan, you can upgrade to unlimited plan.
      Dashboard || Users || Click iPlum Login ID of the User || Manage Plans || Number Plan || Change

  2. Financial/Legal Compliance Add-on ($9.99).

  3. Includes: Call Recording & Archiving; Encrypted Data; Text Archive & Restore; Business Contacts Backup; Unlimited Secure Text Channels.

Note: When you setup an iPlum account and choose Financial/Legal compliance in the iPlum portal, the system will automatically guide you with correct plans.