DA CURATE – Powered by UpContent

Stories for Authentic Relationships

Deliver authentic experiences through easily sharing relevant third-party content and improve conversion rates to help turn prospects into loyal customers.

Balanced Content Mix

Curated content is an important part in achieving a balanced content mix. Streamline the process of gathering and sharing lifestyle and thought leadership content from trusted sources – positioning you as a trusted resource.

Easily Distribute Content

DA Curate is integrated into the Digital Agent marketing platform, making it quick and easy for financial advisors to share engaging content with their networks.

Convert Followers into Customers

Convert engaged readers to subscribers directly from the articles you curate. Drive new leads and new revenue to prove the ROI of curated content.

What is DA Curate?

DA Curate empowers financial advisors to deepen relationships and drive revenue through curated content. Seamlessly integrate curated articles into newsletters, web pages, and social with personalized calls to action.


Increase in conversions when adding Curated Content to a Content Mix.


Drop of the Bounce Rate on sites utilizing curated content.


More Clicks with Curated Content

Surface the Best Content

DA Curate is powered by leading content curation platform, UpContent. Their proprietary crawler discovers 3 million articles per month. Financial advisors can create and utilize custom curated topics to power their social media, email marketing, and website conversion efforts.

Content Ecosystem

Put the financial advisor’s digital presence at the center of your efforts. Advisors can curate third-party content, create and share branded content, and utilize licensed and custom content to improve engagement and conversions. Easily achieve a powerful content marketing strategy within the leading advisor marketing platform, Digital Agent.

Intelligent Approvals

Articles presented by DA Curate can be automatically checked against your brand standards, custom compliance criteria, and follow the integrated Digital Agent Compliance workflow before publication to ensure brand and regulatory compliance.

Streamline Your Content Pipeline

Enable your team to easily access approved articles in the areas that will drive client engagement directly within Digital Agent. Providing a simple, consistent, interface for your team to optimize their content mix.


Find out which subject lines are engaging your audience and which content your audiences are interested in. Real-time metrics show which templates are performing, and which ones need attention now.

A/B Test your messaging to ensure every email is driving maximum value.

Built-in dashboard to monitor delivery, open and click-through rates.


The enterprise platform Digital Agent offers capabilities for administrators to build custom approval workflows to create, review, and publish. The robust compliance and auditing functionalities make complying with regulatory standards, like FINRA and IIROC, easy.

Streamline brand and regulatory compliance.

Eliminate risk with automated archiving.

Expand Beyond Curation

Content Curation is just the beginning. The Digital Agent platform has a full suite of services and tools to add digital channels that are critical to advisors’ success. Make it easy for advisors to attract prospects and nurture client across websites, social media, email, and more.






Contact Our Team of Experts

Let’s talk about how we can create a personalized solution for your business needs.

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