Digital Content for Financial Advisors

Helping Canadian financial advisors add value to their client relationships.

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Add Value by Educating Your Clients

Focus your communications and conversations on more than just investing. Clients look to their financial advisors for advice and education on all aspects of wealth planning. Leverage your time and use visually impactful content to impress your clients. 
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Original content
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Relevant topics
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Easy to send

Deliver Holistic Wealth Management by Sending Content Created Around Life Events

Life event - having a baby
Having a Baby
Life event - buying a house
Buying a House
Life-event getting married
Getting Married
Life event - aging parents
Aging Parents
Life event - new investment
New Investment

Original & Reliable

Videos & Infographics

Long articles filled with financial jargon doesn’t help your clients understand key concepts and take action. Make an impact with your clients with visually impressive videos and infographics. Our library is filled with reliable original content created by financial professionals.
See Examples
Video for clients demo
Videos
Infographics for clients demo
Infographics
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Icon content for Canadians
Created for Canadian clients
New content added monthly
Infographics
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Covering the Most Important Topics to Your Clients

Budgeting topic
Budgeting & Saving
Family topic
Family
Home ownership topic
Home Ownership
Investing topic
Investing
Tax planning topic
Insurance
Insurance topic
Tax Planning
Will planning topic
Will Planning

White-labeled with your branding

All the credit, without the effort. As a member, your logo is on all the content.
White labelled content for financial advisors example

Pre-written emails

Even better, with the click of a button, the subject and body of the email will autofill in your email provider.

Mailchimp integration

Do you use Mailchimp for client communications? Easily send all our content by using our Mailchimp email templates.
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Social media integration

Don't spend hours looking for reliable and relevant content for social media. We have even written the captions and created hashtags for you. Our integration allows you to post directly from our library with the click of a button.
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Facebook
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Twitter
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LinkedIn

Website content

Add branded content to your resources page on your website.
White labelled content for financial advisors example

White-labeled with your branding

All the credit, without the effort. As a member, you can add your logo to our content.

Pre-composed emails

All our content comes with pre-written email templates to save you time.  Even better, they can be opened in your email provider with the click of a button.
Mailchimp integration logo

Mailchimp integration

Systematizing your business is key. That's why we have created Mailchimp templates for all of our content.

Social media integration

Don't spend hours looking for reliable and relevant content for social media. We have even written the captions and chosen the hashtags for you. Our integration allows you to post directly from our library with the click of a button.
A blue checkmark.
Facebook
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Twitter
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LinkedIn

Website Content

Add branded content to your resources page on your website.

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Are Using
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