In under 5 minutes, upload your photo, logo, brand colours and contact information. We will then white-label all the content with your information.
Browse our extensive library of over 75 videos and infographics.
Use our integrations or input the content into the software you use to easily share with clients.
Our extensive library hosts a wide variety of visual content that covers important wealth planning topics.
Ensure you are being there for your clients during the most important times in their life by easily filtering the library by life event.
Easy social media and email integrations. Our pre-written email templates, social media captions and Mailchimp templates do the work for you.
Terry Marek
CI Assante Wealth Management
Carolyn Wheaton
Steadfast Wealth Team
Brandon Chapman
Saas Wealth Insurance
In the modern advisory practice, digital content is essential but expensive. For example, the average 2-min animated video can cost over $3,000. Starting at $99/month, you will gain access to over 75+ pieces of content.
Creating or vetting content takes time and using factual and accurate pieces is important. Our content is reliable, made for Canadians and created by financial professionals.
These days it’s hard to keep up and clients are demanding a digital experience. High-quality content is a great way to connect with your clients digitally.
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