Castlepoint Wealth vs MyRepChat Usage & Stats
Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault–
TOP FEATURES
• Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement.
• Dynamic reports with current investment information.
• Document vault for securely viewing files.
- Apple App Store
- Free
- Finance
Store Rank
- -
MyRepChat allows you to send and receive text messages with your clients and colleagues and to meet the stringent requirements of the financial industry. Conversations are retained, and can be reported on or archived with several major third party archiving solutions. And the best part, to your clients it is the same text messaging that they are used to, they don't need to install any special software or apps to communicate with you.
- Apple App Store
- Free
- Finance
Store Rank
- -
Castlepoint Wealth VS. 
MyRepChatMarch 20, 2025