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MyRepChat

In today’s digital world, the ability to communicate with your clients through text message is integral to the client/advisor relationship. MyRepChat was created by a Financial Advisor and a Registered Principal for the benefit of Financial Advisors to provide a compliant solution to effectively and efficiently communicate with clients. At MyRepChat, our objective is not to be an option within a bundled package, but rather be the very best in enabling you to communicate with your clients at an affordable cost.

Website

http://www.ionlake.com/

Contacts

https://www.facebook.com/myrepchat/

https://www.linkedin.com/showcase/myrepchat/

https://twitter.com/MyRepChat

MyRepChat
  • SMS messenger
MyRepChat

Companies that integrate with MyRepChat

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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MyRepChat

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