ABC Wealth vs MyRepChat for Intune

ABC Wealth app is used to demonstrate the application capabilities of GeoWealth Management. For more information, please go to www.geowealth.com ABC Wealth Management’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors. For our clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for ABC Wealth Management and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist. This application is free to download.

WARNING: MyRepChat for Intune is for MyRepChat customers with Microsoft Intune MAM or MAM WE enabled. If you’re unsure whether this applies to your organization, we recommend using the regular app. 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.