Whether you need a comprehensive content marketing dashboard to manage a private wealth advisory's external communications or just a monthly subscription to a thought leadership article you can download into Word weekly, Advisor Products Inc. (API) has a solution.
Integrated Marketing Solutions. API's marketing dashboard is a comprehensive content management system for private wealth advisors. Websites, newsletters, and social network posts are integrated with API content, automating marketing tasks for professional financial services firms.
Advisor websites, newsletters, and tweets are automatically updated through settings in the dashboard. Our team of experienced advisor website web developers and designers sets up the RIA marketing automation with your branding, emails lists and social networks. However, tax and financial planning professionals -- those who hold a CFP, CPA/PFS, CIMA -- typically need more than marketing automation.
Private wealth advisors must be able to personalize every bit of content – changing the words of emails, articles, and tweets, and narrating tax and financial planning videos with their own voice.
Advisors to individuals with taxable estates of the $3.5 million threshold expected to be enacted this year will find our content stream a timely and effective way to educate clients. If you're advising UHNWIs, you will find our content to be filled with substantive tips about wealth management
Fritz Meyer, Bob Keebler, and Craig Israelsen partner with us to create a wealth management stream for clients of tax and financial professionals.
New Downloadable Content Option
If you are working with a local marketing firm or using another marketing automation system, API added a downloadable content option with monthly subscriptions starting at $80 a month.
Simply log into the dashboard to download tax, financial. and investment planning news articles and videos about wealth management.
The downloadable content subscriptions package news for clients of tax and financial planners and investment advisors into four subscriptions:
1. Tax and financial planning article
2. Investment update articles
3. Videos
4. Both articles and videos
The weekly investment articles are $80 per month, the tax and financial planning stream are $80 per month, and the videos videos also cost $80 per month. All three are only $180 pert month.
Call John Luciano at (888) 274 5755 for more information.