eCards & Custom Emails

Simple to implement in 3 easy steps

STEP 1. Upload your contacts

You can choose to deliver messages to individuals or groups of contacts from your address book.

Built for busy advisors

STEP 2: Choose your content

Choose from an expansive library of cards, FINRA-reviewed content, or compose your own email.

Measure your success

Track the effectiveness of your email campaigns. We provide you with key analytics so you are able to gauge the success of each communication:

STEP 3: Schedule your emails.

Set up automatic greeting card campaigns so you never miss a holiday, birthday, or anniversary.

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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