Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
- Investment Managers
- Banks
- Family offices
- Custodians
- Asset managers
- Hybrid firms
- TAMPs
Target firm size
- Enterprise
- Mid-Size
- Small
- Solo
Integrations
MyRepChat has 16 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 5
- Comply (RIAInABox) Level 3
- Erado Level 3
- GlobalRelay Level 3
- HubSpot Level 5
- Less Annoying CRM Level 5
- MessageWatcher Level 3
- Microsoft Dynamics Level 5
- MirrorWeb Level 3
- Nitrogen Wealth Level 2
- Orion Advisor Services Level 2
- PageFreezer Level 3
- Patrina Level 3
- Practifi Level 5
- Proofpoint Level 3
- Redtail Level 5
- Salesforce Level 5
- Slack Level 3
- Smarsh Level 3
- SmartOffice Level 5
- Wealthbox Level 5
- Zoho CRM Level 5
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
