Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to both independent financial advisors and financial institutions. The Forefield Newsletter service allows financial advisors and institutions to create customized, and fully branded newsletters for clients, including both PDF and native HTML e-mail versions.
By using Forefield Newsletters with prospects and customers, you provide valuable information on a variety of timely and interesting financial issues, raising your overall brand awareness. By delivering newsletters to clients in the format they prefer, you better satisfy your clients and take advantage of the zero-cost e-mail distribution option, where appropriate.
Short video provides overview of FundPoint and how it can avert many data quality problems through rigorous sorting and quality control measures.
FundPOINT®, part of Forefield's product suite, helps advisors select and keep up to date with mutual funds as well as prospectus disclosure and FINRA requirements.