Compliant texting and messaging apps
Compliant texting and messaging apps let advisers and reps message clients from a business number or a governed app, so the firm keeps a copy of every message and can review it. This is AdviserDeck's own index, built from each vendor's own website as we read it on October 22, 2026. It is not a regulator's list: FINRA retired its Compliance Vendor Directory effective March 19, 2024, and no regulator endorses the vendors named here. A listing is not a recommendation: vendors appear in alphabetical order, with no ranking, ratings or prices, and our verdicts, with each vendor read against the rule, live on the comparison pages linked from each vendor's card. For the rule itself, read our guide to off-channel communications.
Read October 2026
Vendors, A to Z
Clerk Chat
Texting and calling for Microsoft Teams
Texting and calling on Microsoft Teams numbers, including SMS, MMS, RCS and WhatsApp, for general business, with a financial-services page that names banks and credit unions.
Compared on
Hearsay
Client messaging (Relate) and social (Hearsay Social)
Hearsay Relate handles one-to-one client texting, WhatsApp and voice for advisers, and Hearsay Social handles advisers' social publishing; both now sit on Yext's platform pages.
iPlum
Second business line app
A second business number on a personal phone, with calls, texts, call recording and voicemail, for finance, insurance, legal and other professionals.
Compared on
LeapXpert
Governed business messaging
A business messaging platform that lets employees reach clients on WhatsApp, iMessage, WeChat, SMS, Signal and other apps under the firm's governance, naming financial services among the industries it serves.
MyRepChat
Compliant texting app
A texting app for financial and insurance professionals, naming RIAs, independent broker-dealers, banks and wirehouses, that connects to the firm's existing archive.
Textellent
Business texting platform
A business texting platform that adds texting to the main office line, built mainly for tax and accounting firms, with a separate product page for financial advisers.
Compared on
Also listed under other categories
Each of these vendors has its card under another category and a product or service that also fits this one.
- Archive IntelTexting capture on the phone's own appsCard under Communications archiving vendors
- CellTrustSL2 business number and carrier captureCard under Communications archiving vendors
- Global RelayGlobal Relay AppCard under Communications archiving vendors
- SmarshCapture MobileCard under Communications archiving vendors