The AdvisorTek.com directory offers Financial Planning professionals a network of Client Communications Resources including disaster recovery, strategic email, social media concepts and much more.
Advisor Products Inc.
1025 Old Country Road, Suite 223
Westbury, NY 11590
Phone: (888) 274-5755
Advisor Products is a leading financial services client communications and marketing company, serving more than 1,800 independent financial advisors. If you want a great website, client newsletter, or brochure, you’ll love us. We can write your marketing copy, design your logo, print your stationery and give you advice and ideas. You’ll find our technology and personal service superb because we don’t settle for less.
119 Spadina Avenue, Suite 1000
Toronto, Ontario M5V 2L1
We’re one of Canada’s leading email and Web marketing communications agencies. We know what it takes to make your online marketing programs successful, and we’re backed by one of the most powerful and sophisticated email deployment systems in North America. Our strengths include: Strategic email marketing consulting; Online communications program development; Expert development of email and Web content; Attractive and compelling design; Complete database management; Email deployment; Reporting and analysis; Educational workshops; Refreshing existing Web copy; Site architecture and usability development; Integration of online and print media.
6 Adelaide Street East, Suite 400
Toronto, ON, Canada M5C 1T6
The future of client communication. Now online and free. Not long ago, clients read what you sent them. Today that’s changed. In the You Tube world we live in, many investors would prefer to hear from a portfolio manager directly. And instead of reading an article on tax saving or estate planning strategies, more and more Canadians would rather watch an expert discuss the topic. Clientinsights.ca was developed in response to these changes – to deliver information in the form that investors want to receive it. It provides over 150 short video interviews, each about 4 to 6 minutes – you can email them or watch a video along with clients to start a meeting. No matter how you use it, Clientinsights.ca is designed to help you take client communication to a higher level.
1601 Trapelo Road, Suite 246
Waltham, MA 02451
Constant Contact helps small and mid-sized business and associations develop an ongoing relationship with their customers and site visitors. Constant Contact makes it easy and affordable to build and manage permission email lists, create and send eye-catching HTML email newsletters, announcements and promotions, and track results. Builds and manages permission-based email lists of all sizes. Creates eye-catching HTML email campaigns in minutes. Over 75 customizable email templates (or start from scratch). Measures email campaign results instantly. 100% web-based and no technical skill required. Affordable monthly pricing. CAN-SPAM Act compliant. High email deliverability.
3300 Battleground Ave, Suite 250
Greensboro, NC 27410
e-Relationship was the first client and prospect email connection tool in the Insurance and Banking sector in the U.S. and Canada and today, it is indisputably the largest and most robust! Set it and forget it. With our Automatic e-Strategy, you can sit back and watch the requests for information come in throughout the year: 7-12 e-Storyboards, 4 e-Checklists, 4 e-Holiday Cards, 3 Birthday, Spouses Birthday & Wedding Anniversary e-Cards, 3 e-Inspirational Book Reviews and 4-12 e-Newsletters.
Erado Message Control Solutions
321 Burnett Ave.S. Suite 100
Renton, WA. 98057
Erado is a leading provider of secure, hosted email archiving, message security, disaster recovery, encryption, and compliance solutions. Founded in 1994, the companies solutions are trusted by banks, broker/dealers, financial advisors, utilities, healthcare, and manufacturing firms worldwide Since its inception Erado has had a perfect regulatory audit track record. Erado’s email archiving services are used by non-regulated companies as a proactive solution for e-discovery.
Erado’s SecureMail hosted email encryption services provide a software and hardware free solution to complying with state and federal email privacy laws. Erado’s email campaign management service provides an easy to use, web enabled, feature rich email marketing application that works with any email provider, archiving, and compliance solution on the market today.
Erado’s email campaign manger allows you to create and manage newsletters, press releases, recommendations, and more.Building and managing one list or multiple lists is quick and easy. Customized newsletters can be created with your software or with our easy to use online html editor.
Family Office Network
2665 Fourth Ave.
San Diego, CA 92103
FamilyOfficeNetwork is a leading provider of web-based client portals for advisory firms giving them the ability to securely share any type of file, report, or document with clients and the clients’ other advisors through a well-organized virtual vault. Tasking and other unique communication tools are included to help advisors more efficiently communicate, collaborate, and coordinate with clients and the clients’ advisory team. Advisors across the country have discovered significant savings in time and money, while improving their client service and technology offerings with FamilyOfficeNetwork. At the same time, they’ve experienced increased referrals, as a result of better collaboration with other professionals.
Faulkner Media Group
10801 Thornmint Rd , Suite 100
San Diego, CA 92127
Phone: (888) 364-1260
FMG Suite: The Complete Marketing Solution from Faulkner Media Group. At FMG, we design digital marketing tools that work together to showcase the advisor and attract new business. Dynamic Presentations that play on all devices, Live Video Footage of advisors, Websites with interactive elements, Video Email Newsletters on key topics, and a complete Social Marketing Solution combine to give the advisor a clear edge over the competition. And, our sophisticated platform allows us to offer all of these tools at a remarkable value.
With over two decades of experience in the financial services industry, we’ve done extensive research to understand the current need – both of advisors and of the various marketing and compliance departments tasked with overseeing them. As a new marketing partner we are not hampered by legacy issues – either of products or technology – which put us in a position to lead in the areas of digital and social marketing. Our goal is to be a company that listens to home offices and advisors, and continues to innovate in order to provide tools that are relevant and offer measurable value. As you include our tools in your marketing arsenal we think you will agree.
Integrated Concepts Group, Inc.
29777 Stephenson Highway
Madison Heights, MI 48071
Are you looking for a marketing tool that is easy to implement, requires little of your time, provides a steady stream of pertinent information to clients and prospects, and gives you feedback on who is reading your marketing messages — all for a reasonable price? If so, then you should take a look at our new e-mail newsletter, Financial Topics. Integrated Concepts Group, Inc. publishes a variety of marketing newsletters and brochures for clients and prospects of financial service providers. Our clients include financial planners, stock brokers, insurance agents, bankers and accountants.
Suite 13-119 4th Ave S.
Saskatoon, SK S7K 5X2
We help Independent Advisors, Mutual Fund Dealers and Insurance Firms create competitive advantage by strengthening their client relationships through improved service and customer interaction. Our NetREP Enterprise Suite™ of online communications and workflow solutions are used by some of the largest and most profitable dealers and independent advisory firms in the industry. NetREP™ products are proven to help independents grow their business and at the same time automate, streamline and reduce the costs associated with more efficient and effective dealer – rep interactions.
936 Broadway, 5th Floor
New York, NY 10010
Phone: (212) 258-9200
Advisor eSuite is HNW’s SaaS software platform designed to empower independent advisors, small practices and enterprises to create, target and deliver sophisticated e-newsletters and client communications. HNW Advisor eSuite was born out of HNW’s wealth market insight, technology leadership and custom publishing expertise. It’s a growing toolkit of resources and information that empower financial advisors to build their practices with high-quality customizable e-communications and to gather measurable data to optimize future client interactions-creating more personalized, relevant client experiences while also maximizing return on their marketing dollar.
HNW Software, Inc. is a wholly-owned subsidiary of HNW Inc. and provides customized marketing software solutions to the U.S. Wealth Management market. Our software solutions and professional services are used today by over 10,000 financial advisors and the world’s leading wealth management institutions. Our commitment to technology and innovation continues to guide the development of proprietary software products designed to engage your clients in ways that deliver quantifiable results.
101 N. Columbia St. Suite 400
Chapel Hill, North Carolina 27514
iContact is more than a one-stop shop for email and social media marketing features; we’re also your go-to for online marketing services. We call them our Premier Services because they’re exactly that—services that help you get to the top. You can perfect your online marketing strategy with the help of our strategic advisors, take advantage of our large-sender services, or turn to our Design Services Team to tackle your email design projects, large and small.
12707 High Bluff Drive, Suite 325
San Diego, CA 92130858.259.2100
Phone: (858) 259-2100
Leadfusion EMAIL helps you reach prospects with timely and relevant email messaging when they are in-market for a financial product or service. By capturing the email addresses of your online leads while they are at your website, call center or retail branch. Leadfusion EMAIL allows you to re-engage with consumers once they’ve left and to deliver a series of personal, ongoing communications relevant to their interests and qualifications. Leadfusion EMAIL is not only a great stand-alone solution; it’s also a valuable addition to Leadfusion CALCULATORS.
Liberty Publishing, Inc.
85 Sam Fonzo Drive
Beverly, MA 01915-1000
Liberty’s newsletters can also be used on your Website or via email. We’ll create all the graphics and personalization as well. Personalized newsletters are the flagship products in our line-up. We create newsletter programs for your representatives and provide them with the ability to deliver a customized product with compliant content directly to their client base. Our editorial staff supplies compelling content, our design team creates mastheads and layouts consistent with each organization, and we market the program in concert with the efforts of parent organizations.
P. O. Box 2702
Mandeville, La. 70470-2702
MoneyTrax, Inc., and the “Circle of Wealth” system were founded in 1994 to help financial services professionals significantly improve the level and quality of communication with clients. The core business of MoneyTrax is to facilitate, develop, and distribute innovative programs that more effectively identify and explore the negative impact of wealth transfers in the building of wealth. Current programs take potential clients from the introductory meeting through a range of discussions on the various types of wealth transfers and process-oriented solutions. These discussions include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. While there are many software and sales tools written for the agent or financial advisor, there is little available in the financial services industry written for the client. The “Circle of Wealth” System created by MoneyTrax aids the representatives in communicating with their clients
15 Corporate Circle
Albany, NY 12203
For more than 30 years, Newkirk has been a trusted resource for the marketing communications tax, financial, and retirement plan professionals depend upon to grow their businesses. Our high quality, dependable printed and electronic booklets, brochures, newsletters, and presentations have helped thousands of professionals easily and effectively educate their clients and prospects on topics of importance, while promoting their businesses. Our writers are financial specialists who understand your business and your specific needs – CPAs, CFPs, and attorneys. Our award-winning creative services team has years of experience working with financial firms large and small. Newkirk offers innovation in publications management. Newkirk offers efficient online publishing systems for financial professionals and institutions alike.
1100 N. 4th Street, Suite 123, Unit # 12
Fairfield, IA 52556
Seminar Crowds! Inc. is proud to provide customized seminar invitations for your direct mail campaign needs. How to keep new prospects coming to your business? Nothing is efficient as seminar marketing. Done right, a financial seminar can continually generate a stream of new leads. Like any method of lead generation, the key to seminar marketing is consistency. Our prices start as low as 28.9 cents (depending on volume and type of invitation). Many seminar agents who use us save thousands of dollars every time they mail seminar marketing programs for their direct mail campaign versus what they previously paid other mail houses to fill their financial seminars. We provide turnkey financial seminar marketing packages for the financial services community and have worked with independent broker-dealers, FMOs, and individual agents and advisors throughout the US. Other professionals such as lawyers, mortgage brokers and life insurance representatives also use our seminar marketing services to promote their businesses, so you can depend on our experience to produce an effective seminar marketing campaign.Our complete seminar marketing packages always include: customized seminar invitation design, top rated direct mail lists, live-answered RSVP service, and postage for one low price.
Standard & Poor’s Financial Communications
111 Huntington Avenue, Sixth Floor
Boston, Massachusetts 02199
Standard & Poor’s Financial Communications’ innovative Newsletter OnDemand is the premier turnkey marketing solution for financial advisors to create and distribute custom generated, personalized and branded eCommunications. Use this tool to respond to market events, reach out to prospective clients, help prepare clients for portfolio reviews, or as a follow-up to meetings, calls, and seminars. Create periodic eNewsletters to different practice segments or take advantage of different life stage eNewsletters created by S&P Financial Communications. Advisors receive access to FINRA-reviewed articles and market and economic analysis from Standard & Poor’s.
Instant Email Newsletters For Insurance Agents. Sell More Insurance, Get Rock-Solid Retention and Completely Dominate Your Market With This Automatic Email Newsletter System – in 5 to 7 Minutes Per Month! Let ZIPDRIP email a fascinating, money-making newsletter to your clients, prospects, VIP’s once a month – every month! Let ZIPDRIP personalize every single newsletter – so it looks and feels like it’s coming from you…thoughtful, caring – and captivating! Four proven NEWSLETTERS to choose from: P&C Commercial or Personal Lines; Life/Financial Planning; Health/Benefits – or choose all four! Written for you!