This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.
What We Love
- β¨ Improved UI/UX (recent updates)
- π Smoother performance (recent updates)
- π Good balance of compliance and practice management
- π‘ Useful for client/advisor engagement
Room to Improve
- π Frequent bugs and glitches
- π Poor usability and user experience
- π Slow performance



























