MyRepChat vs Base Camp Vault

MyRepChat enables financial professionals to text with clients and colleagues while meeting the strict compliance requirements of the financial industry. All conversations are securely captured, retained, and available for reporting or integration with leading third-party archiving providers — giving your firm the oversight it needs without changing how you communicate. Best of all, your clients don’t need to download anything new. They simply text you the way they always have, using the native messaging app on their phone. Compliant messaging, without the friction.

By accessing your personal Base Camp Vault, you can easily (and securely) access, store, share, and manage your personal, financial, and business documents on the go, 24/7. Your personal Vault will allow you to receive and share critical documents and information securely with the Tahoma Advisory Group team, giving you the peace of mind you deserve. Powered by FutureVault, Base Camp Vault offers bank-grade security with end-to-end encryption, multi-factor and biometric authentication, and a proprietary security layer to protect your most important information, data, and documents. Key benefits of the mobile app include the ability to: • Access your information and documents on the go, 24/7. • Upload documents on the go using your mobile device camera as a scanner. • Download documents securely from the your Vault. • Manage documents across multiple entities and family members. • Securely share your documents with your other Trusted Collaborators (tax preparer, accountant, attorney, etc.). • Review your reminders and notifications. Note: To log in to the app, you must be a Tahoma Advisory Group, LLC client with an active account.