Also, currently they’re working on an entirely unique marketing feature and an internal chat feature within MyRepChat. The marketing feature would allow users to integrate all their social media, as well as manage it right from the system while the chat feature would allow firms to have one solution that facilitates conversations between clients and advisors and that enables secure communication internally
Takeaways
Ionlake have proven that financial domain knowledge is crucial for building a great product for advisors. The platform benefits greatly from Derrick’s expertise, which enables them to withstand market pressures while competing with better known but less committed rivals. I hope Derrick and his team will overcome their struggles and finally launch their dedicated product to a larger public.