(Integration) Advisor Websites and MailChimp
What is MailChimp? MailChimp is an online email marketing solution for managing contacts, sending emails, and tracking results.
What is Salesforce? Salesforce is the enterprise cloud computing leader. Their social and mobile cloud technologies - including their flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.
What is Riskalyze? Built on the academic framework that won the Nobel Prize for Economics in 2002, Riskalyze is math-driven technology for capturing a quantitative measurement of a client's tolerance for risk.
What is Hootsuite? Hootsuite is a dashboard that allows you to manage all of your social media needs in one place. You can view multiple social media networks like Twitter, Facebook, and LinkedIn; keep tabs on your social presence by monitoring activity such as ‘likes’ and ...
Advisors, are you ready for another innovative Advisor Websites integration? Available exclusively for Canadian professionals, seamlessly showcase your WealthPrep profile on your Advisor Website.