MyRepChat enables texting. Archive Intel makes it compliant.
MyRepChat gives financial advisors a compliant texting platform. But the compliance obligation doesn't end at the platform. Every text message sent through MyRepChat is a business record subject to SEC and FINRA supervision requirements.
Archive Intel integrates with MyRepChat to capture all advisor text communications, apply contextual AI review, and deliver records to your archive in exam-ready format.
Every MyRepChat message. Supervised and archived.
Archive Intel captures all text communications from supervised advisor MyRepChat accounts and routes them through contextual AI review.
All text messages sent and received by supervised advisors through MyRepChat, captured with full content and metadata.
Media messages and documents shared through MyRepChat by supervised advisors.
Group text conversations involving supervised advisors, captured with full thread context.
Message delivery and read receipt data, providing a complete communication record for each interaction.
Contact associations linking text communications to client records for integrated supervision reporting.
All private LinkedIn conversations, captured with full thread context, metadata, and every attachment. Exactly as sent.
InMail and Sales Navigator outreach sent and received by supervised advisors. Prospecting counts. The same rules apply.
Every public post and article published by supervised advisors, including reshared content where the advisor has added commentary.
Comments and reply threads involving supervised advisors, including reactions. A comment exchange can carry as much compliance risk as a direct message.
Profile changes logged with before-and-after records. Headlines and summaries describing investment philosophy are regulated communications under FINRA Rule 2210.