MyRepChat vs Portfolio View by Carson

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.

Portfolio View by Carson is a simple mobile app that helps you stay connected to your financial picture wherever you are. Quickly view your investments, net worth, assets, and liabilities in a secure mobile experience designed for easy check-ins and everyday visibility. Portfolio View makes it easy to stay informed between advisor conversations while keeping your financial information accessible anytime, anywhere. Features include: ·      Investment and net worth visibility ·      Assets and liabilities overview ·      Secure login with biometric authentication ·      Easy access to contact your advisor Portfolio View provides a consistent and reliable view of your financial information across devices.