Avantax and MyRepChat

Avantax Wealth Management has approved MyRepChat, a compliant SMS texting platform created just for financial professionals, as part of your Marketing Playbook. Learn more about MyRepChat below and please join an upcoming LIVE webinar exclusively for Avantax Financial Professionals and their staff.

The "NORM" isn't so anymore


Did you Know

As recently as 2018, only about 40% of households have a landline phone


Did you Know

Emails from Financial Advisors have a 10.55% open rate


Did you Know

2/3 of people access the internet from their phone

Social Media

Did you Know

80% of social media time is spent on mobile devices

Face 2 Face

Did you Know

85% of consumers want to be able engage in text conversations with a business

Avantax Financial Professionals can sign up to use MyRepChat. Your ongoing subscription is $20 per month and includes:

  • The creation of a new number for MyRepChat or the Text Enabling of your existing landline
  • Unlimited Messaging
  • CRM integration
  • Automatically archived for compliance
  • 2 log in credentials (up to 2 people can access one account without an additional expense)
  • Access to MyRepChat via the Mobile App or Web Application (Chrome is preferred)