Content Library
Produced by industry experts, we have 100’s of pre-written articles, videos, and images at your disposal to assist in your content strategy. With the ability to personalize each piece, we make it easy to keep your blog fresh and stay engaged with your clients and prospects.
Content Scheduler
Maintain an up-to-date blog by scheduling your posts to go live in advance; daily, weekly, or monthly. Allowing you to focus on what matters; generating more leads through content marketing while staying organized and saving valuable time
Automated Social Media Sharing
Automatically share your content to your social media channels with just one click. Our sharing tool generates a snippet of your content piece and creates a post on your Twitter and/or LinkedIn feeds, connecting you with more clients and leads.
Lead Manager
Export leads generated from your website to a .csv or vCard file. This feature allows you to import your leads directly into your CRM software or follow up through email.
Design Manager
Intuitive and easy to use for when you need to make updates to your website (no coding required!). Easily change elements like colors, fonts, and layouts and keep your website up-to-date by being in control of all company information, products, services, and contact info.
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.
Personalized Branding
No cookie-cutter here. All frameworks can be personalized with your brand colors, logo, fonts, and imagery, so your website looks, sounds, and feels like you.
Mobile Responsive Websites
All websites are designed to be mobile responsive; contributing to your SEO and positive user experience for all visitors. We make your website look good on any device so you never miss out on new leads.
SSL Certificate
Protect your website and your clients’ information with an SSL Certificate. What does SSL mean? SSL stands for Secure Sockets Layer and is a necessary security feature added to your website.
Ongoing Support & Training
Our award-winning in-house support team is with you every step of the way. Give us a call, drop us an email, or submit a ticket online through your dashboard - we’re just a click away and we’re here to help.
Compliance & BD Pre-Approval Engine
Streamline the review process for your advisors and compliance team. Our powerful Compliance Engine includes 1-click Compliance Submissions, Bulk Submissions, and Pre-Approved BD Content.
