MyRepChat by ionlake

SMS Text Message

Our platform allows you to text message your clients through their primary texting platform, SMS. They will never download an App or software to communicate with you.

Mass Communication

You can now send mass text messages to your contacts and groups. You type it once, hit send once, and each contact receives an individual message.

Computer Based Communication

You can also send SMS Text messages to your clients from your computer.

Keep your Number

You can keep your existing landline number and have text messages to that number flow through MyRepChat. Clients only need to know one number.


We communicate directly with your compliance department ensuring all of your messages are properly monitored and retained.


If you don't have a landline number to text enable, we can create a text number for you and auto-forward all calls to a number of your choice. Best part is, you can change the number it forwards to at any time.

Schedule Messages

You can schedule messages as far in the future as you'd like and even create recurring messages to celebrate important dates.

Import your Contacts

You can easily import your contacts from your CRM or another database to quickly be up and running.

Consumers are more likely to open text messages before any other form of mobile communication.
Open Market/eDigital Research

The average response time for a legitimate email is about 90 minutes, compared to 90 seconds for a text message.

SMS produces engagement rates six to eight times higher than retailers normally achieve via email marketing.
Mobile Commerce Daily

79% of mobile phone users check for new messages within 15 minutes of waking up.
IDC/Handyman Marketing


  • Providing clients with a variety of communication options isn’t a luxury anymore. We feel it is critical to meet our clients where they are. That may be via email, web meeting, social media, phone calls, and increasingly, via text messages. Using the native cell phone messaging systems just doesn’t get the job done. We needed a tool that my entire team could use, and would provide the archiving that compliance officers would expect. MyRepChat was the solution we had been trying to find. In addition to providing needed tools we sought, the support response has been amazing. If you need a compliance-friendly, client-centered text messaging solution, look no further than MyRepChat.

    J. Derieck Hodges, CFP® Anchor Pointe Wealth Management, LLC

How it works

See how MyRepChat works and why it's right  for you.


  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.  


Enterprise Benefits
  • Little or NO Set up Charge
  • Compliance Integration
  • Low Monthly User Fee
  • Price Breakpoints Based on Users
  • Meets Industry Regulations
  • Firm Specific Requests
User Benefits
  • Unlimited Text Messages
  • Unlimited Computer Messages
  • Unlimited Auto Forward
  • Unlimited Schedule Messages
  • Integrated V-Card
  • CRM Integration