Built for FINRA-regulated advisors

Compliant SMS, without the Smarsh bolt-on.

MyRepChat replacement at $19.99/month with WORM archive, FINRA lexicon scanning, supervisor review, and lite CRM — built in.

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Pat Jones

+1 610-555-0102 · Consent: active

Live

Hi! Can we move our review to Friday?

Sure — Friday at 2pm. I'll send a calendar invite.

This stock has guaranteed 25% return — sure thing!

Held for review

⚖️ Lexicon match: guaranteed, 25% return, sure thing

✓ WORM archived

Everything compliance demands. Nothing you don't need.

MyRepChat charges $25/mo for SMS-only and offloads archiving to Smarsh. We own the WORM stack ourselves and add a built-in lite CRM.

🗄️

WORM archive (S3 Object Lock)

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

📋

FINRA lexicon scanning

Default rules cover guarantees, performance claims, urgency, PII, and insider info. Add your own.

⚖️

Supervisor review queue

Pre-review or post-review per org. Held messages escalate after SLA.

✅

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.

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Lite CRM bundled

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

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Number provisioning

Self-serve area-code picker via Flowroute. Port your existing business number too.

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Number health monitor

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

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Examiner export

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

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 message gated
✓ 10DLC + TCR: full brand + use case registration assistance
✓ Daily SHA-256 integrity verification, alert on mismatch
✓ Audit log: every read, write, search, export — immutable, separated AWS account
✓ Cohasset 17a-4 app-layer attestation (in progress, ~Q3)

Vs. MyRepChat

Capability	MyRepChat	AdvisorLevel
WORM owned in-house	✗ uses Smarsh	✓
ISO 27001	✓	Roadmap
SEC 17a-4 attestation	✗	In progress
Bundled lite CRM	✗ ($25 add-on)	✓ included
Pre-review mode	✓	✓
Default lexicon	✓ basic	✓ extended
Number health monitor	✗	✓
Starting price	$25/mo	$19.99/mo