Wealthbox + MyRepChat

Modern CRM integrated with compliant texting for better communication.

Overview

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.


Resources

Recorded webinar

How Advisors Use Wealthbox + MyRepChat for Compliant SMS Messaging

View recording

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