Marketing dashboard
Videos you can narrate weekly
For fiduciaries, ensembles
Edit all our content
Assign tasks to clients
Advisor websites
Three new presentations monthly
Widgets for advisor marketing
WYSIWYG website editor
Client portals
Three email newsletters weekly
Automate all content updates
Totally customizeable
Quarterly market summary report
FINRA-reviewed content
Social media content automation
Breaking news content
Secure client vault
Perfomance reporting
Search-engine friendly
Collaborate with independent economist Fritz Meyer, MPT expert Dr Craig Israelsen, and tax and financial planning guru Robert Keebler, CPA/PFS. We give you a dashboard with Fritz, Craig, and Bob’s slides and transcripts of their three one-hour sessions monthly. So you can give these presentations to clients in webinars, seminars, meetings, blog entries, and social networking posts. Plus, you get an advisor website integrated with email newsletters, videos, scripts, articles, and social networking content. Aligned with best practices for fiduciaries, we integrate CRM, planning, performance reporting and other professional apps with a proprietary secure document vault.