Integrations /Compliance

Get started with Wealthbox + MyRepChat

Modern CRM integrated with compliant texting for better communication.


MyRepChat is a world-class text messaging platform that allows individuals to use text messaging to chat with their clients while remaining compliant where documentation is needed for regulation. The integration with Wealthbox allows users to view archived SMS texts with clients directly in Wealthbox.

Get started with Wealthbox + MyRepChat

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