Product Features

Built-In & Easy To Use Features

Automated Email Marketing Solution

Fully automated and ready to launch. The all-in-one solution saves you time from writing & designing newsletter content from scratch. Send unique niche content to your contact list, nurturing your leads and engaging current clients. Campaigns include landing pages, emails, pop-ups & more!

Content Library

Engage and attract your target audience with fresh and relevant content. The Content Library equips you with ready-to-use articles, videos, and images for your content marketing strategy. Easily customize the articles in your own voice and revise to target your ideal client base before publishing.

Automated Social Media Sharing

Cultivate stronger relationships with your audience through social media. Content is meant to be shared! Engage your audience and drive traffic to your website by sharing your recent updates and blog posts on your social media channels. Connect Twitter, LinkedIn, and Facebook accounts and post updates with one click.

Lead Manager

Grow your contact list and convert more prospects into clients with lead capture capabilities. Easily capture lead information via an online contact form and utilize the Lead Manager to build and organize your contacts. The Lead Manager allows you to easily import contacts from your website to CRM system.

Custom Form Builder

Convert prospects with lead capture forms such as event sign-up, resource downloads, and contact forms. Engage with clients and provide better experiences with client intake forms, satisfaction surveys, & more. Get started with pre-built templates, leave as-is, customize, or build one from scratch for your specific needs.

Design Manager

You’re in control of your website. Easily make timely updates to information and design elements when needed. Add or remove pages, revise services, update team members, and contact information. The Design Manager is intuitive and easy to use, without knowing any code!

Mobile Responsive Websites

Capture leads on ALL devices. Never miss out on a potential client because your website isn’t accessible on mobile devices. All Frameworks are mobile responsive for positive user experience and better search engine optimization.

Analytics Dashboard

User-friendly analytics will allow you to make educated decisions to increase your website’s conversion rate. Easily access the analytics of your website through the ‘statistics’ tab on your dashboard.

SSL Certificate

Reduce cybersecurity threats. Secure your website against cyber-attacks and increase user confidence and trust. Protect your website and your clients’ information with an SSL Certificate (Secure Sockets Layer), a necessary security feature of a modern website, and achieve better search engine ranking as a bonus!

Compliance & BD Pre-Approval Engine

Easily meet your Broker Dealer’s website compliance standards. Streamline the review process for your advisors and compliance team. Our powerful compliance engine includes automated submissions and pre-approved content!