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 services you might already have with them.
MyRepChat was created by an advisor, for advisors. It is not a package deal, and yes it is the best tool on the market to improve communication between an advisor and their clients. MyRepChat meets all compliance regulations and integrates seamlessly with your existing procedures to keep your firm from the need to deviate its processes.
If you haven’t taken a look at MyRepChat yet, join an upcoming demo and see for yourself. It’s inexpensive, it’s easy to adopt and use, and most of all, it’s compliant.