Pricing and options for any size firm

Choose Integrated Solutions Or A La Carte Products

For efficiency, websites, e-newsletters, and social are integrated with our content, but a la carte solutions are also available. ​

Integrated Advisor Marketing


Marketing automation to reach clients via email and social media with thought leadership content, building your brand on idea consistent with professional's values. A proprietary secure portal integrates with portfolio reporting, MoneyGuide Pro, and Redtail, enabling you to manage external communications in one place

A La Carte Solutions ​


If you already have a website and email newsletter, downloadable versions of our articles and video content in Word, PDF, HTML, and MP4 files are available a la carte. In addition, our secure client vault integrated with advisor portfolio management, MoneyGuide Pro and Redtail can be added to your current marketing website.

 

Integrated Advisor Marketing Solutions

BASICWebsite Only
$118per month
STANDARDWebsite and Email Marketing
$209per month
PREMIUMWebsite, Email and Video Marketing
$267per month
FAME 3.0Financial Advisor Marketing Engine
$300per month
Client
Portal
$450per month
Portal Plus
$567per month
︾ COMPARE PLANS ︾
  BASIC STANDARD PREMIUM
 
FAME 3.0
 
CLIENT
PORTAL
PORTAL
PLUS
EZ website editor​
 
SEO Friendly​
 
Compliance workflow​
 
10 financial calculators​
 
Google Analytics​
 
Investment articles weekly​  
 
Financial planning articles weekly​  
 
Email newsletter​  
 
Automated lead generation widgets​  
 
Videos​    
 
Video narration​      
 
25 financial calculators​      
 
Social media dashboard​      
 
Animated GIFs and tweets​      
 
A4A presentations transcribed​      
 
Weekly two-minute scripts      
 
15-minute scripted PPTX presentations quarterly      
 
AdvisorVault:​        
 
   PortfolioCenter​          
   Redtail​          
   MoneyGuide Pro​          

 Content-Only Advisor Marketing Solutions

Downloadable Word, PDF, HTML & MP4 Files​

INVESTMENT
ARTICLES
$80per month
PLANNING
ARTICLES
$80per month
VIDEOS
$80per month
ARTICLES &
VIDEOS
$180per month

A La Carte

COMPETITIVE INTELLIGENCE REPORTS
Find out what your competitors are doing in website features, content, and search engine optimization.
Platinum (10 competitors)
$3,000
Gold (6 competitors)
$2,000
Silver (3 competitors)
$1,500
Bronze (1 competitor)
$750
Annual Review
85% of original fee
CUSTOMIZABLE VIDEO LIBRARY
Pre-produced weekly videos, customized with logo, picture and audio
$250/QTR
SECURE CLIENT DOCUMENT PORTALS
Secure document sharing portal for advisors, clients and other professionals
$500/QTR
“OUR SITE IS A GREAT REFLECTION OF OUR BRAND, AND REALLY HELPS US STAND OUT FROM THE CROWD. ”

- Innovative Financial

Experience the Difference.

Schedule a demonstration of our automated marketing platform.

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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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