Compliance and Monitoring
MyrepChat helps firms and advisors meet compliance requirements by archiving texts and monitoring advisor-client communications.
1
Complete text archiving
MyRepChat captures and stores all advisor-client texts for easy compliance review.
2
Smart alerts
MyRepChat's customizable alerts help firms quickly spot and address potential compliance issues in advisor communications.
3
Seamless integrations
Connects with existing archiving systems for efficient message review and reporting.
See your archives at a glance
MyRepChat’s calendar view displays message archive activity and status, letting users quickly monitor archives and investigate any issues.
Total control at your fingertips
With MyRepChat’s Administrative Portal, your home office can have control over virtually every aspect of the platform.