eNewsletters & Market Summaries

financial advisor enewsletter

Establish yourself as a thought leader

  • Topics for Target Markets
  • FINRA-Reviewed Content
  • Market Summaries
  • Customizable Templates
  • PDF, HTML, and Print Options

Bring more value to client relationships without increasing your workload. Our financial newsletters and market summaries provide your clients with timely, helpful, FINRA-reviewed content that keeps you top-of-mind and encourage important conversations.

This solution is included in these Packages:

Stay Top-Of-Mind without Sacrificing Time

Building a customized newsletter has never been easier — or faster. We provide access to a library of compliant, timely articles that you will want to share with your clients. Once you have reviewed and selected the content, you are ready to engage with your contacts. You can do this in a matter of minutes:

  • Library of articles that are FINRA-reviewed
  • Articles are written with target audiences in mind
  • Automated campaigns that save even more time

Customize to Highlight Your Brand

Make your newsletter your own using the customization options. Through our platform, you are able to quickly, seamlessly integrate your business branding so clients easily identify you as the sender and thought leader. Branding options include:

  • Logo
  • Business address
  • Headshot
  • Website address
  • Email contact information

Delivery Options that Meet Everyone’s Needs

We have several delivery methods available, so you can send newsletters out to clients in the way that works best for your business and that match their preferences:

  • Send through email
  • Save as a PDF
  • Order printed copies
  • Share through automated social media campaign

eNewsletter Solution Features

User Friendly

  • Free technical support
  • Automated “Set & Forget” campaigns
  • Easily add custom articles
  • Integrated compliance review
  • Simple contact management
  • Editorial calendar for easy headline review

Premium eNewsletter Content Library

  • FINRA reviewed
  • Timely articles
  • Weekly, monthly, quarterly and annual market summaries
  • Personalize with introductory message
  • Quick, easy-to-read content perfect for mobile devices

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834