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
- ✨ Improved UI/UX (recent updates)
- 🚀 Smoother performance (recent updates)
- 👍 Good balance of compliance and practice management
- 💡 Useful for client/advisor engagement
Room to Improve
- 🐛 Frequent bugs and glitches
- 👎 Poor usability and user experience
- 🐌 Slow performance
