How Advisors Use Wealthbox + MyRepChat for Compliant SMS Messaging

Presented by

Watch this live webinar to see how the Wealthbox + MyRepChat integration helps advisors remain compliant when sending SMS messages to their clients. This webinar will cover:

  1. A preview of the soon-to-be-released MyRepChat + Wealthbox Calendar integration, which will make scheduling messages related to upcoming appointments even easier.
  2. How MyRepChat’s technology allows individuals to use text messaging to chat with their clients while remaining compliant where documentation is needed for regulation.
  3. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  4. How the integration between Wealthbox and MyRepChat allows users to view archived SMS texts with clients directly in Wealthbox.
  5. The benefits of the Wealthbox and MyRepChat integration, and how to get started with ease.


Derrick Girard



Jenna Ghibaudy

Product Specialist


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