IWI Publications vs MyRepChat

Founded in 1985, Investments & Wealth Institute® is the premier professional membership association, education provider, and credentialing body for financial service professionals and advisors serving high-net-worth clients. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy League-quality, highly practical education to more than 30,000 practitioners annually in over 40 countries. The Institute’s dynamic community includes some of the industry’s most successful investment consultants, advanced financial planners, and institutional asset managers, all committed to excellence, ethics, and continuous professional growth. Investments & Wealth Institute publications feature industry research and articles that provide education, insight, explanation, and coverage of key issues including the latest in investment, private wealth, retirement planning, legislative and regulatory, and business development topics. MAGAZINE APP FEATURES: Read current and past issues of Investments & Wealth Review, the Journal of Investment Consulting, and the Retirement Management Journal Newly redesigned platform and fully responsive text Read topical industry-related content on the go Search the archives of available issues Share content with colleagues via email and social media This application is powered by GTxcel, a leader in digital publishing technology, provider of hundreds of online digital publications and mobile magazine apps.

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.