Large RIAs
Streamline Communication. Strengthen Your Brand. Ensure Compliance.
MyRepChat’s compliant texting solution empowers large RIAs to enhance advisor efficiency, maintain regulatory compliance, and scale a cohesive client communication experience across their firm.
Deliver a Scalable, Compliant Texting Solution—Built for RIA Growth.
Large RIAs require communication tools that align with their fiduciary responsibility while enabling advisors to engage clients effectively. MyRepChat provides a centralized, flexible texting platform that ensures brand consistency, strengthens advisor adoption, and streamlines compliance. With intuitive, SEC-compliant features, firms can drive client engagement and maintain regulatory oversight—empowering advisors to build deeper client relationships through modern, secure texting.
Scalable Communication, Consistent Experience
Enterprise-Grade Texting Platform
Deploy MyRepChat across your entire organization with centralized administration and consistent branding. Support multiple locations and teams while maintaining firm-wide messaging standards. Our cloud-based platform scales with your growth and integrates seamlessly with your existing technology stack.
Centralized Oversight, Reduced Risk
Comprehensive Compliance Management
Meet fiduciary and regulatory requirements with automated archiving, supervision workflows, and audit-ready documentation. MyRepChat ensures all text communications comply with SEC Rule 17a-4 requirements while integrating with your existing archiving solutions for streamlined record-keeping.
Enhanced Advisor Efficiency
Simplified Communication, Maximum Impact
Empower advisors with tools that save time and improve client engagement. Pre-approved templates, scheduled messaging, and automated appointment reminders reduce administrative burden while ensuring consistent communication. With a 98% text open rate, advisors can connect more effectively with clients.
Seamless Technology Integration
Connected Ecosystem, Unified Experience
Integrate MyRepChat with your preferred CRM systems including Redtail, Salesforce, Wealthbox, and more. Our enterprise-ready connections ensure client data and conversation history flow seamlessly between platforms. Compatible with leading archiving solutions, MyRepChat provides comprehensive compliance documentation while maintaining operational efficiency across your technology stack.
Unified Communication Strategy
Complete Digital Experience with FMG
Elevate your client engagement by combining MyRepChat’s texting capabilities with FMG’s all-in-one marketing platform. Our complementary tools provide large RIAs with comprehensive management of websites, email marketing, social media, and texting, and more. Create cohesive client journeys while maintaining the regulatory oversight required in today’s fiduciary environment.