MyRepChat: Modernizing Compliance-Ready Communication for 60,000+ Financial Advisors
CodeLink spearheaded the 2025 mission-critical rebuild of MyRepChat, a mobile platform for financial advisors. We transformed a legacy system into a modern, intuitive experience designed to drive retention and scale for over 60,000 users across leading U.S. firms.
60,000+ Financial Advisors Supported
Successfully rebuilt the mobile communication platform to serve a massive user base across major U.S. financial enterprises, ensuring scalability for future growth.
On-Schedule Pilot Production
Delivered the full mobile rebuild within the fixed 2025 initiative timeline despite significant scope expansion and evolving stakeholder requirements.
Pilot Approval in 24 Hours
Achieved immediate senior leadership sign-off across all user segments following a rapid resolution of mission-critical issues, demonstrating platform stability and reliability.
Unified Compliance Management
Delivered a cleaner, more intuitive interface that simplifies navigation and compliance oversight, directly addressing legacy frustrations and reducing operational friction.
About the client
FMG Suite is the strategic "organic growth engine" for the wealth management industry, providing the digital infrastructure for more than 80,000 financial advisors and insurance agents. Recognized as the #1 platform for customer satisfaction for three consecutive years, FMG bridges the gap between complex regulatory compliance and authentic client engagement.
The challenge
MyRepChat faced the challenge of a legacy platform with undocumented behaviors that hindered user retention. As a mission-critical 2025 initiative, the goal was to deliver a modern, intuitive UX & UI for 60,000+ advisors while navigating rapidly evolving stakeholder expectations and a rigid delivery timeline.
Why CodeLink?
We were chosen for our unique ability to navigate the complexities of enterprise-scale software while maintaining strict compliance. Utilizing ISO-certified processes and EOS management, CodeLink provided the reliable leadership necessary to reverse-engineer undocumented systems and deliver a stable, mission-critical foundation ready for future web expansion.
The result
The pilot production was delivered on schedule, earning immediate senior-leader approval and strong positive feedback. The rebuilt mobile platform now stands as a scalable foundation for enterprise-wide rollout and 2026 web expansion.
