Deliver a Scalable, Firm-Controlled Texting Solution—Built for Enterprise Scale
Wirehouses need a texting platform that aligns with corporate communication standards, integrates seamlessly with internal systems, and maintains full compliance oversight across multiple layers of review. MyRepChat provides a centralized, scalable texting solution that enhances advisor productivity while ensuring strict adherence to firm-wide communication and compliance policies—eliminating risk and improving client service.
Enterprise-Scale Communication
Centralized Control, Consistent Messaging
Deploy MyRepChat across your entire organization with firm-controlled administration and standardized templates. Support thousands of advisors across multiple branches while maintaining approved communication protocols. Our platform scales with your enterprise and provides the security features wirehouses require
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Multi-Tiered Compliance
Comprehensive Oversight, Risk Mitigation
Meet stringent regulatory requirements through hierarchical approval workflows, automated archiving, and detailed audit trails. MyRepChat ensures all text communications comply with SEC and FINRA regulations while providing the documentation needed for examinations and maintaining the security standards expected at enterprise scale.
Enhanced Advisor Efficiency
Compliant Communication, Client Satisfaction
Equip advisors with firm-approved tools that improve service efficiency. Pre-approved templates, automated responses, and scheduled communications reduce workload while ensuring consistent messaging. With texting’s 98% open rate, advisors can connect more effectively with clients while staying within firm guidelines.
Seamless Integration with CRMs and Archivers
Connected Systems, Streamlined Workflow
Integrate MyRepChat with enterprise CRM systems including Salesforce, Redtail, and more. Our secure connections ensure client data and conversation history flow appropriately between systems. Compatible with leading archiving solutions, MyRepChat provides comprehensive compliance documentation while maintaining operational efficiency in your existing technology infrastructure.
Unified Client Engagement
Complete Communication Strategy with FMG
Elevate your client relationships by combining MyRepChat’s texting capabilities with FMG’s comprehensive marketing platform. This integration provides wirehouses with cohesive management of websites, email marketing, social media, and texting through a single compliance dashboard, creating consistent client journeys while maintaining the regulatory oversight required in today’s financial landscape.
We're proud to partner with the industry's leading wealth management firms
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MyRepChat’s compliant texting platform helps wirehouses streamline advisor communications, maintain strict regulatory compliance, and enable efficient client engagement—ensuring a consistent and compliant client experience for thousands of advisors.