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.
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:
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:
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: