Don’t fear FINRA Compliance

If you, or your firm are represented at this weeks FINRA Conference, you will no doubt hear about the need to have a policy in place to capture, review, and retain text messages. You will also no doubt meet a couple large firms that hope you choose them for this service in addition to other … Read more

MyRepChat continues to get great feedback

Every day we conduct more and more demonstrations of MyRepChat and after each one we get fantastic feedback. Here are some of the recent responses we’ve received: “We’ve looked at a couple other tools in the marketplace for compliant text messaging and their applications are not as robust as yours” “This was a great demo … Read more

MyRepChat Helps You Win

MyRepChat was created by a Financial Advisor and Registered Principal to fill a void in communication that existed in the financial services industry. After I created it for myself, I soon recognized that MyRepChat could also help the entire industry. MyRepChat has gone head to head with larger firms that also are recognizing the use … Read more

How to Utilize Text Messaging in Your Financial Practice

How to Utilize Text Messaging in Your Financial Practice Webinar, May 24th. (1 CE credit) The reality for Financial Advisors is that clients want to text us, and many already do. Financial Advisors who want to stay compliant refuse to respond to a clients’ text message; however, many Financial Advisors take the risk and communicate … Read more

Multi-Factor Authentication

As the world of online tools and software continues to evolve, so does the security around your data. To this end, ionlake, makers of MyRepChat, are continually evaluating threats as they reveal themselves to the community at large, sometimes by making headlines, sometimes as just white papers on new “Best Practices” for security. One of … Read more