Broker-Dealers and Wealth Management Firm

Independent Broker-Dealer

Drive Advisor Engagement. Simplify Compliance. Enhance Value.

MyRepChat’s compliant texting solution helps Independent Broker-Dealers strengthen oversight, empower their advisors with modern client communication tools, and maintain regulatory compliance—all while differentiating their service offering in a competitive marketplace.

Deliver a Scalable Compliant Texting Solution— Shaped by Your Vision, Powered by MyRepChat

MyRepChat provides independent broker-dealers with a flexible, compliant texting solution designed to enhance client communication while reinforcing the firm’s brand standards. With intuitive, SEC-compliant tools, firms can strengthen advisor productivity, ensure regulatory adherence, and provide a valuable competitive advantage—empowering advisors to build stronger client relationships through modern, secure communication.

Seamless Enterprise Deployment

Firm-Wide Compliance, Individual Advisor Flexibility

Deploy MyRepChat across your entire organization with minimal IT resources. Our cloud-based platform supports multiple locations, remote advisors, and varied team structures with enterprise-grade security and role-based permissions designed specifically for IBDs.

Comprehensive Compliance Management

Centralized Oversight, Automated Documentation

Meet regulatory requirements confidently with robust compliance features that capture, archive, and supervise all text communications per SEC Rule 17a-4 and FINRA guidelines. Access standardized approval workflows, audit trails, and compliance reports that integrate with your existing archiving services.

Streamlined Administration

Efficient Management, Reduced Overhead

Manage users, teams, and permissions from a centralized dashboard. Monitor messaging activity and compliance metrics across your advisor network. Automate account provisioning, implement firm-wide templates, and enforce messaging policies while reducing administrative burden.

Enhanced Advisor Productivity

Standardized Resources, Personalized Delivery

Equip your advisors with firm-approved communication tools that maintain consistent branding while allowing personalization. Pre-approved templates, automated workflows, and standardized responses enable efficient client communication while staying within compliance guidelines.

Integrated Communication, Unified Oversight

Complete Marketing Ecosystem with FMG

Combine MyRepChat’s texting capabilities with FMG’s comprehensive marketing platform for all-in-one management of websites, email, social media, and texting through a single compliance dashboard. Provide advisors with sophisticated client engagement tools while maintaining the centralized oversight required in today’s regulatory environment.

We're proud to partner with the industry's leading wealth management firms

All products and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.