A AdvisorLevel
Powered by Bandwidth — carrier-grade messaging + voice

Cutting-edge communications, FINRA-compliant by design.

SMS, MMS, RCS Business Messaging, and inbound call forwarding — all on Bandwidth's tier-1 network. WORM archive, lexicon scanning, supervisor review built in. $19.99/mo.

No card required · 14-day trial · Cancel anytime
💬 SMS 🖼️ MMS ✨ RCS Business Messaging 📞 Voice forwarding
PJ
Pat Jones
+1 610-555-0102 · Consent: active
RCS
Hi! Can we move our review to Friday?
Sure — Friday at 2pm. Tap below to confirm or reschedule:
✓ Confirm 📅 Reschedule
RCS · sent · Friday review.pdf attached
✓ WORM archived
📞 +Voice forwards to your cell
$19.99
per month, annual
4 channels
SMS · MMS · RCS · Voice
100 min
voice forwarding included
7 yr
WORM retention

Why we partner with Bandwidth.

Bandwidth is a tier-1 US carrier — they own the network most of the SMS world resells. That gives you:

🚀

Direct carrier deliverability

No middlemen between your message and the recipient's phone. Faster, fewer drops, better DLR fidelity.

RCS Business Messaging

Rich cards, suggestion chips, file attachments. Verified sender badge. The future of business SMS — available now.

📞

Voice forwarding built-in

Inbound calls bridge to your cell or main line. 100 minutes included, $0.05/min after. No extra carrier needed.

📋

10DLC done right

Bandwidth handles brand + campaign registration with The Campaign Registry. We submit the form for you and track approval.

🖼️

MMS + media

Send PDFs, images, signed documents. Up to 1.5MB per message. Useful for compliance attestations.

🔁

Number portability

Bring your existing business number. Bandwidth handles the LOA dance. Most ports clear in 7 business days.

Everything compliance demands. Nothing you don't need.

Built compliant. No bolt-ons. Cohasset-attested storage. Audit-ready by default.

🗄️

WORM archive (S3 Object Lock)

Cohasset-attested storage. 5/7/10 year retention. SHA-256 integrity verified daily.

📋

FINRA lexicon scanning

80+ default rules covering guarantees, performance claims, urgency, PII, insider info. Add your own.

⚖️

Supervisor review queue

Pre-review or post-review per org. Held messages escalate after SLA. Email + in-app alerts.

TCPA consent built-in

Single-attested or double opt-in. Every message gates on active consent. Examiner-ready records.

🛑

Auto STOP/START/HELP

CTIA-compliant keyword handling out of the box. Per-org override.

👥

Lite CRM bundled

Contacts, pipeline, activity log, deep Redtail sync — included. Not a separate $50/mo upsell.

📈

Number health monitor

Per-number delivery rate tracked over rolling 24h. Alerts when carriers start filtering.

📤

Examiner export

One-click HTML export per conversation with full consent provenance, lexicon hits, and audit trail.

🛡️

Role-based access

Owner / Operations Manager / Compliance Officer / Rep. Compliance has veto authority on regulatory matters.

📞
Inbound call → +1 610-555-2222
Bridging to +1 610-555-1234 (your cell)
<?xml version="1.0" encoding="UTF-8"?> <Response> <Forward to="+16105551234" timeout="30" callerId="+16105552222" /> </Response>
100
min/mo included
$0.05
per minute after
destinations
Voice forwarding

Your business number rings on your cell.

Every AdvisorLevel number is voice-capable. Configure a destination, set a ring timeout, and inbound calls bridge directly to your cell, your main line, or any PSTN endpoint you want — no extra carrier required.

✨ RCS Business Messaging — early-mover advantage

Send rich messages your clients can actually act on.

RCS is the modern carrier-native upgrade to SMS. Rich cards, suggestion chips, verified sender badges, read receipts, file attachments — all delivered through your client's native messaging app, with no app to install.

  • Verified sender badge — recipients see your firm's name + logo, not a 10-digit number
  • Suggestion chips — "Confirm meeting" / "Reschedule" buttons clients tap, no typing
  • Rich cards — image + headline + description in a swipeable card
  • Same compliance pipeline — RCS messages run through the same lexicon scan + WORM archive as SMS
  • $0.02/message — same as SMS overage. Cheaper than MMS for richer content.
Demo Advisors LLC · Verified business
Hi Casey, your Q2 review is scheduled.
📊
Q2 Portfolio Review
Friday, May 9 · 2:00 PM ET · 30 min
RCS · 2:14 PM
Compliance posture

Built for the compliance officer's questions.

When your BD's compliance team asks vendor due-diligence questions, you have an answer for every one.

  • SEC 17a-4(f) WORM via S3 Object Lock (Compliance mode), Cohasset-attested storage
  • FINRA 3110 supervision: pre or post-review, configurable per org
  • FINRA 4511 retention: 5/7/10 year configurable per org
  • TCPA: documented consent on every contact, every send (SMS/MMS/RCS) gated
  • 10DLC + TCR: full brand + use case registration via Bandwidth
  • Daily SHA-256 integrity verification, alert on mismatch
  • Audit log: every read, write, search, export — immutable, separated AWS account
  • Voice forwarding bridges PSTN with full call log and minutes audit
  • Cohasset 17a-4 app-layer attestation (in progress, ~Q3)

Vs. MyRepChat

Capability MyRepChat AdvisorLevel
WORM owned in-house ✗ uses Smarsh
RCS Business Messaging
Voice call forwarding ✓ 100 min incl.
Bundled lite CRM ✗ ($25 add-on) ✓ included
SEC 17a-4 attestation In progress
Pre-review mode
Default lexicon ✓ basic ✓ extended (80+)
Carrier 3rd-party Bandwidth direct
Starting price $25/mo $19.99/mo

Our commitment to cutting-edge communications.

Communication is changing fast — RCS is replacing SMS, voice is moving from desk phones to apps, and AI is becoming the default first responder. We pick partners who lead, not follow. Bandwidth was the first US carrier to offer RBM at scale, and we're the first FINRA-compliance platform to wrap it for advisors.

🚀

Always-on roadmap

RCS today. AI compliance review next. Voice transcription with WORM by year-end. iMessage Business Chat when Apple opens it up.

🤝

Tier-1 carrier relationships

Bandwidth is our PSTN backbone. AWS Object Lock is our storage backbone. No middle-tier vendors that turn into outages.

🛡️

Compliance-first, always

Every new channel goes through the same WORM + lexicon + supervisor pipeline. We won't ship a feature that breaks audit.

Start the most modern advisor comms stack today.

SMS, MMS, RCS, voice forwarding, WORM-backed compliance. Free 14-day trial. Bandwidth brand registration handled.

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