MyRepChat - INSART

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MyRepChat

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About

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.

Contacts

http://www.ionlake.com/

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

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

https://twitter.com/MyRepChat

Products / Services

SMS messenger

Companies that integrate with 401GO

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

Integrations

Integrations: 25

Partnership: 0

Junxure

CRM

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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