Tampa, FL, 3/20/2019 – Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer has inked a deal with MyRepChat, an SMS texting platform, to allow advisors who affiliate with the firm’s new broker-dealer to compliantly and efficiently send text messages to their clients.
MyRepChat brings a modern approach to client communication and offers a suite of features to make the process as seamless as possible. Their robust feature set includes text & group messaging, compliance tracking, scheduled messages, automated texting, auto-forwarding, and more. Through this cost-effective platform, IFP hopes to revolutionize the way IFP advisors communicate with their clients.
“We believe advisors deserve to communicate with their clients in a modern, compliant way without unnecessary red tape,” says IFP’s Chief Operating Officer, Chris Hamm. “With MyRepChat, our advisors will now have the tools to organically strengthen client relations while on the go.”
IFP’s advisors will be able to access MyRepChat as an application via Advisor[X], the firms’ new proprietary interface for financial advisors, or via MyRepChat’s mobile app on iOS and Android. After signing up, advisors will be given a separate phone number with the area code of their choosing from which they can start texting clients via MyRepChat. All messages between the advisor and his or her clients are instantly archived and surveilled by IFP.
“We are excited to be working with the team at Independent Financial Partners by helping to improve the communication between advisors and clients. This is the foundation on which MyRepChat was built,” said Derrick Girard, CEO of ionlake, the creators of MyRepChat.
MyRepChat will be available to all IFP advisors as soon as the firm transitions to its new broker-dealer in May of this year.
IFP is an SEC Registered Investment Adviser (RIA) and an Office of Supervisory Jurisdiction (OSJ), and works directly with its network of financial advisors to provide them technological, compliance, marketing, business development, and operational support. As of Dec. 31, 2017, IFP’s advisors have more than $40 billion in assets under advisement. The firm has annually earned the trusted CEFEX certification for investment support services for adhering to the industry’s best practices since 2014. For more information, visit www.ifpartners.com.
MyRepChat is a unique communications platform built by an advisor. MyRepChat has a broad range of integrations and features that allow firms and compliance departments to rest easy knowing they are compliant in their communications with clients and prospects. CRM Integrations, Archiver Integrations and Content Integrations are all standard within MyRepChat, and without them, MyRepChat is no different than the competition. For more information about MyRepChat, visit www.ionlake.com/myrepchat.
Posted by: Max Griendling | March 20th, 2019 at 8:43am.