Financial Professionals and RIAs

Connect Faster. Build Relationships. Stay Compliant.

MyRepChat is the industry-leading compliant text messaging solution built for financial professionals and RIAs. Enhance client communication, stay compliant, and grow your practice with the power of text.

Compliant Text Messaging for Financial Professionals and RIAs

Communication in the financial industry presents unique challenges, from regulatory compliance to client engagement. MyRepChat simplifies your client communication strategy with a powerful texting solution designed specifically for financial advisors and RIAs. With text-enabled office numbers, automated messaging, CRM integration, document sharing, and more—all in one compliant platform—you can focus on what matters most: building relationships and growing your practice.

Connect Where Clients Prefer

Immediate Engagement, Maximum Impact

Today’s clients expect instant communication. MyRepChat delivers with a 95% read rate within 90 seconds and a 98% open rate—far outperforming email and phone calls. Enable your existing office number for texting so clients only need to remember one contact point. With affluent investors ranking text as their #1 preferred communication channel, MyRepChat puts you where your clients already are—on their smartphones.

Automate Client Touchpoints

Save Time While Staying Top-of-Mind

Transform your client communication with MyRepChat’s powerful automation tools. Schedule birthday messages, appointment reminders, and market updates months in advance. Create customizable templates for recurring communications and set up automatic responses to common client inquiries. With automated workflows that can reduce appointment no-shows by up to 90%, MyRepChat’s digital assistant handles routine communication so you can focus on high-value client interactions.

Enhance Prospecting & Retention

Convert Prospects, Keep Clients

Turn prospects into clients with MyRepChat’s proven engagement tools. Texting after initial contact increases conversion rates by 112.6%, while three or more follow-up messages can boost conversions by 328%. Share your Virtual Business Card instantly—ensuring 88% fewer lost contact details compared to traditional business cards. Create distribution lists for targeted group messaging and integrate risk assessments via text to streamline client onboarding—all while maintaining compliant communication.

Text With Confidence

Ensure Regulatory Compliance

Navigate regulatory requirements with ease. MyRepChat provides automatic archiving, supervisory controls, and customizable workflows to meet SEC Rule 17a-4 record-keeping requirements. Every message is captured, reviewed, and stored according to compliance standards. With FINRA-friendly features and integration with leading archiving solutions, you can communicate confidently knowing your texting is always audit-ready. Stay compliant while fostering stronger client relationships through the communication channel they prefer.

Complete Client Communication Strategy

Amplify With FMG's Marketing Ecosystem

Take your client engagement to the next level by pairing MyRepChat with FMG’s comprehensive marketing solutions. Create cohesive client journeys across websites, email campaigns, social media—from our all-in-one digital platform. Leverage pre-approved content libraries, built-in compliance workflows, and powerful automation tools to deliver consistent messaging across every touchpoint. With MyRepChat as part of FMG’s all-in-one marketing ecosystem, you can create seamless client experiences that build your brand, grow your practice, and maintain compliance at every step.

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

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