Features For Financial Advisors

Marketing Library. Over the past 10 years we have written thousands of marketing messages – letters, invitations and notes – for our clients. We have compiled the best of these messages, created a system for you to add your own, AND included a supermarket of content from other providers such as Response Mail Express and Bill Cates. You can download and use these messages, and your Compliance Department can review the content and track the whole process.

Click here to browse our library

Advertising Review Submission Process. Many Broker/Dealers require 7 -10 business days to review simple marketing letters. Our online review process will greatly reduce the wait.

Compliance. Every Broker/Dealer in the country has thought about creating an online marketing library for their representatives. Most haven’t, and those that have seldom update the content. We have done it all right here for your Broker/Dealer.

Many Broker/Dealers have already gained access to the system and started approving our content. If you get an e-mail notification from your Broker/Dealer that they are supporting our system , then they are. If you haven’t, they aren’t.

What if your Broker/Dealer’s Compliance Department isn’t reviewing our content yet? That’s okay – you can still
start using the system. Download messages and fax or e-mail them to your Compliance Department as you would any other message.