Compliant texting application MyRepChat announced Wednesday availability of “rules based disclosures.” To date MyRepChat allowed for use of disclosures in “positive consent” (opt-in) and “negative ...

With a recent acquisition, FMG Suite, a San Diego-based advisor technology company known for its marketing and website offerings, is diving into the growing competition to provide compliant social ...

Marketing technology firm Snappy Kraken and customer relationship management software developer Redtail Technology revealed plans to launch and support compliant text messaging between advisors and ...

MINNEAPOLIS, March 22, 2017 /PRNewswire/ -- In today's digital world, the ability to communicate via text message is essential to the client/advisor relationship. Never before have Advisors been able ...

Client communication is becoming critical to a growing business, spurring some wealthtech firms to launch tools to quickly engage with clients where they spend most of their time — on their ...