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Productivity & Business · Collaboration

MyRepChat

Compliant client texting for financial advisors and insurance agents, with message archiving and CRM integrations. Part of FMG.

Our take: MyRepChat lets regulated advisors and agents text clients from a business number, with templates, scheduled messages and contact management, and sends conversations to archiving providers such as Smarsh, Global Relay and Proofpoint.

Best forFinancial advisor texting
ReviewedPricing: Paid
6.8 out of 105 criteria · see breakdown
Try MyRepChatFrom $25/mo; add-ons from $5/mo

MyRepChat is a texting app for financial advisors, broker-dealers, RIAs and insurance agents who need to text clients while keeping records for compliance; messages sync to archiving and CRM systems. FMG Suite bought it in July 2023. It starts at $25 a month, with add-on features from $5 a month and discounts of up to 30% through affiliated firms. We are a review site; the official web login is linked from myrepchat.com.

The bottom line

The leading compliant SMS platform for financial advisors who must archive every client text for regulatory purposes.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isMyRepChat — SEC/FINRA-compliant SMS texting platform for financial advisors and regulated professionals.
Our takeMyRepChat lets regulated advisors and agents text clients from a business number, with templates, scheduled messages and contact management, and sends conversations to archiving providers such as Smarsh, Global Relay and Proofpoint.
It connects to advisor CRMs including Salesforce, Wealthbox and Redtail. FMG Suite, a marketing platform for financial advisors, acquired it in 2023. We found no free trial; pricing is confirmed by a sales consultant.
Why we rate itIt fills a specific compliance gap: advisors can text clients while every message is captured for recordkeeping through the archiving and CRM tools firms already use.
The catchIt is built only for regulated financial and insurance work, add-ons raise the cost above the $25 base price, and exact pricing depends on your firm affiliation and a sales call.

Best / not good for

Best for
  • Independent financial advisors needing FINRA/SEC-compliant client texting
  • RIAs and broker-dealers with archival and compliance obligations
  • Insurance agents and producers wanting automated, compliant SMS workflows
Not good for
  • Non-regulated industries seeking general-purpose SMS or marketing automation
  • Teams wanting a free or freemium entry point before committing
  • Businesses needing a broad omnichannel platform (email, social, chat) under one roof
Trade-offs

Friction report

Trade-offs to know before signing up.

  1. Time to value
    Moderate: CRM integration and compliance configuration required before first compliant message can be sent.
  2. Scale breakpoint
    Per-seat pricing accumulates quickly for larger advisory teams; 30+ seats require negotiated custom pricing.
  3. Walled garden
    Moderate: archived message threads and CRM sync create platform dependency; data export exists but switching costs are real.
Still a fit?
If none of these block you, try it on the official site.
Try MyRepChat

MyRepChat pricing

ItemPriceDetails
Base subscriptionFrom $25/monthCompliant client texting
Add-on featuresFrom $5/month eachPay only for the features you need
Affiliated-firm pricingUp to 30% off, or all-inclusive pricingThrough MyRepChat's partnerships with 100+ firms

From MyRepChat's pricing page, checked 3 October 2026. Exact pricing is confirmed by a sales consultant.

A look inside

MyRepChat product screenshot

Frequently Asked Questions

How much does MyRepChat cost?

MyRepChat starts at $25 a month, with add-on features from $5 a month. Advisors at affiliated firms may get discounts of up to 30% or all-inclusive pricing (checked 3 October 2026).

Where is the MyRepChat login?

We are a review site, not MyRepChat. The Login link on myrepchat.com opens the web app at dart.ionlake.com. MyRepChat also has a mobile app.

Who owns MyRepChat?

FMG Suite, a marketing platform for financial advisors, announced its acquisition of MyRepChat on July 13, 2023.

Which archiving and CRM systems does MyRepChat work with?

Its integrations page lists archiving providers such as Smarsh, Global Relay, Proofpoint and Veritas, and CRMs including Salesforce, Wealthbox, Redtail, HubSpot and Microsoft Dynamics.

Alternatives

  • Step up

    FMG Suite, MyRepChat's parent company, for advisor marketing content, email and websites alongside texting.

  • Lighter alternative

    iPlum, a second business line app with encrypted texting and long-term archiving on its top plan (from our reviews).

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Sources checked October 3, 2026: MyRepChat pricing, MyRepChat integrations, MyRepChat homepage, FMG press release.

Conversion Gems independently reviews every tool.

Tags

#Sales#Automation

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