Advisors who sign up for the CellTrust SL2 solution will have an app on their cell phone enabling them to send a text through the app to a client’s mobile number, and when the client replies via text, the message appears in the app. The client’s experience is like any other SMS text message. Every text conversation within the app is automatically archived by SMARSH, recorded daily, and reviewed. For more information on messaging through SL2, please click here.
Redtail’s texting solution, Redtail Speak is also approved for use. For more information on Redtail Speak, please click here.
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