Reach your Audience

Put your book of business at the heart of your marketing with tools to deliver personalized experiences to your prospects and clients. The built in compliance engine ensures newsletters remain compliant, helping you launch your email program quickly and safely.

Nurture Leads

Prospect nurturing is made easy for advisors with pre-built email nurturing workflows for clients and prospects.


Don’t waste time writing the same email again and again. Use personalized email templates to speed up prospecting and nurturing.

Brand Reach

Combine enterprise content and advisor’s original content to effectively distribute the high-value information to your network of advisor audiences.

Segment audiences

The ability to segment contact lists is critical in delivering the right message to the right audience. Create synced lists with advisor’s book of business to break through the noise with personalized communications at scale.

Increase retention with personalized messaging.

Boost email open and click through rates.


Maintain client relationships and attract new business with expertly crafted newsletter templates. Access library of pre-approved FINRA-compliant content designed for every step of your customer’s journey or turn your best sales emails into templates you can personalize, optimize, and share.

Optimize email templates with real-time metrics.

Spend more time selling and less time drafting emails.


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 Websites

Newsletters are 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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