# MyRepChat vs Portfolio View by Carson

The clearest difference is rating: Portfolio View by Carson at 4.8 against MyRepChat's 2.5. MyRepChat's advantage is ratings volume (59 vs 4) and update cadence (every 3 weeks vs every 2 months). On price, ads, in-app purchases and monetization model there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Portfolio View by Carson holds the better App Store score, 4.8 against 2.5. That said, the two scores are not equally well evidenced: MyRepChat has 59 ratings behind it against 4, so its average is the more settled of the two.

MyRepChat ships an update every 3 weeks, Portfolio View by Carson every 2 months. The most recent releases landed on October 21, 2026 and October 24, 2026 respectively.

## The numbers

| Metric | MyRepChat | Portfolio View by Carson |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [2.5 (59 ratings)](https://appshunter.io/ios/app/myrepchat/id1242548974/reviews) | **[4.8 (4 ratings)](https://appshunter.io/ios/app/portfolio-view-by-carson/id6760143275/reviews)** |
| Number of ratings | **59** | 4 |
| Positive reviews | 13.1% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 3 weeks** | Every 2 months |
| Monetization | Free | Free |
| Size | 47 MB | 116 MB |
| Requires iOS | **16.0** | 16.6 |
| Devices | **iPhone, iPad** | iPhone |
| Age rating | 4+ | 4+ |
| Developer | [fmg Suite, LLC.](https://appshunter.io/developer/628026796) | [CARSON GROUP HOLDINGS, LLC](https://appshunter.io/developer/1615594419) |

## What reviewers say

### MyRepChat

[App page](https://appshunter.io/ios/app/myrepchat/id1242548974)

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.

**Highlights:** Compliant text messaging, Client and colleague communication, Conversation retention, Reporting and archiving, Client-side familiarity, No client app installation

**Features:** Vision Pro support

**In-app purchases:** none

**What reviewers like**

- ✨ Improved UI/UX (recent updates)
- 🚀 Smoother performance (recent updates)
- 👍 Good balance of compliance and practice management
- 💡 Useful for client/advisor engagement
- ✅ Compliant texting solution

**What reviewers complain about**

- 🐛 Frequent bugs and glitches
- 👎 Poor usability and user experience
- 🐌 Slow performance
- ❌ Unreliable message delivery
- 🚫 Lacks group texting functionality

**Reported bugs**

- App crashes frequently
- Notifications not clearing (ghost notifications)
- Messages not sending or not being received
- App freezes or goes blank
- Login issues (white screen, single sign-on loop)

**Requested features**

- Ability to block spam calls easily
- Support for group texts
- Improve contact integration with Outlook
- Allow changing login duration
- Dedicated mobile app with texting focus


### Portfolio View by Carson

[App page](https://appshunter.io/ios/app/portfolio-view-by-carson/id6760143275)

Stay connected to your financial picture with this app. Quickly view investments, net worth, assets, and liabilities in a secure mobile experience for easy check-ins and everyday visibility. Keep your financial information accessible anytime, anywhere.

**Highlights:** Investment visibility, Net worth tracking, Assets and liabilities overview, Secure biometric login, Advisor contact access

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is MyRepChat free?

MyRepChat is free to download, with no in-app purchases.

### Is Portfolio View by Carson free?

Portfolio View by Carson is free to download, with no in-app purchases.

### Which has better reviews, MyRepChat or Portfolio View by Carson?

Portfolio View by Carson is rated higher. MyRepChat averages 2.5 out of 5 from 59 ratings, while Portfolio View by Carson averages 4.8 from 4 ratings.

### Do MyRepChat or Portfolio View by Carson have ads?

Neither MyRepChat nor Portfolio View by Carson shows ads.

### Which is updated more often, MyRepChat or Portfolio View by Carson?

MyRepChat ships an update every 3 weeks, and Portfolio View by Carson every 2 months. Most recently, MyRepChat was updated on October 21, 2026 and Portfolio View by Carson on October 24, 2026.

---

*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*