MyRepChat is now an approved Vendor with National Society of Compliance Professionals

MyRepChat is committed to helping advisors communicate with clients more effectively and of course compliantly. The National Society of Compliance Professionals is one of the greatest think-tanks and grouping of professionals dedicated to serving the financial services industry. MyRepChat is proud to be an approved vendor for such a great organization. MyRepChat is the only tool Read More »

MyRepChat Partnerships can save you Money.

MyRepChat has created partnerships with professional organizations in the Financial Services industry to continue to provide the #1 communication platform for Financial Planners enabling them to text clients. To see if you belong to one of our partners and to find out more about MyRepChat, check out our Partnership Page. MyRepChat is the only solution Read More »

Don’t fear FINRA Compliance

If you, or your firm are represented at this weeks FINRA Conference, you will no doubt hear about the need to have a policy in place to capture, review, and retain text messages. You will also no doubt meet a couple large firms that hope you choose them for this service in addition to other Read More »

MyRepChat continues to get great feedback

Every day we conduct more and more demonstrations of MyRepChat and after each one we get fantastic feedback. Here are some of the recent responses we’ve received: “We’ve looked at a couple other tools in the marketplace for compliant text messaging and their applications are not as robust as yours” “This was a great demo Read More »

MyRepChat Helps You Win

MyRepChat was created by a Financial Advisor and Registered Principal to fill a void in communication that existed in the financial services industry. After I created it for myself, I soon recognized that MyRepChat could also help the entire industry. MyRepChat has gone head to head with larger firms that also are recognizing the use Read More »

Multi-Factor Authentication

As the world of online tools and software continues to evolve, so does the security around your data. To this end, ionlake, makers of MyRepChat, are continually evaluating threats as they reveal themselves to the community at large, sometimes by making headlines, sometimes as just white papers on new “Best Practices” for security. One of Read More »