Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
Alternatives to MyRepChat
MyRepChat runs a text messaging service for financial advisors, RIAs, independent broker-dealers and insurance agents that captures every message for regulatory records. Advisors can text from their existing office number on the web or through a mobile app, and firms can roll it out across all of their representatives. Read the MyRepChat profile.
CurrentClient
Compliant texting and business phone system for financial advisors
- RIAs
Client experiencePer seat
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experienceCustom quote
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom quote
PreciseFP
Client data-gathering and onboarding forms software for financial advisors
- RIAs
Client experiencePer seat
Trustworthy
Encrypted family document vault with an advisor portal
- Family offices
Client experiencePer account
Hadrius
AI compliance software for RIAs, broker-dealers and private funds
- RIAs
- Broker-dealers
Compliance & riskCustom quote