Keeping a record of customer texts for financial advisors
When a client texts 'sell it all,' you want that on the record. In a regulated seat, a reproducible thread is your defense.
What's on the line
Say a typical deal runs around $3,000 and even about 4% go sideways — that's real money resting on a text thread you might not be able to reproduce. The risk: a client disputing a recommendation or an instruction they gave.
Capture these in every conversation
- Recommendations and risk disclosures
- Client instructions to buy or sell
- Fee arrangements
Works alongside Redtail, Salesforce, Wealthbox.
Give your reps one number — keep every word
KeepTrace captures every customer text from a shared team number — timestamped, searchable, and yours to export in seconds.
See how it works →The figures above are illustrative — for framing your own numbers, not cited industry statistics. General information, not legal advice.
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Updated August 2026