Fintech Integration Marketplace

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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.

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.
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.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
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.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.

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MyRepChat

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