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Enables financial professionals to text clients and colleagues compliantly. All conversations are captured and retained for reporting, integrating with archiving providers. Clients can text using their native messaging app without needing to download anything new.
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.
What We Love
โจ Improved UI/UX (recent updates)
๐ Smoother performance (recent updates)
๐ Good balance of compliance and practice management
Access corporate apps, data, and resources securely from your mobile device. Enroll your device, reset passwords, find work-related apps, and manage your enrolled devices. Get IT support contact information directly within the app.