150+ Content Pieces to Engage the Next Generation of Clients
Customized with Your Unique Branding
Share to Popular Social Media Platforms With The Click of a Button
Ready-Made Content to Boost Your Online Presence
Scalable Content Production to Complement Marketing Teams
Simple Compliance Workflow
Effortless Integration with Existing Technology Infrastructure
Engaging, Relevant, and Trustworthy Content that Resonates with Clients
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 150 videos and infographics.
Use our integrations or input the content into the software you use to easily share with clients.
Our extensive library of videos and infogrpahics 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.
Engaging visuals to simplify complex topics.
Content created and reviewed by financial professionals for accuracy and reliability.
Compliance-ready content and approval relationships with leading organizations.
Tailored to Canadian regulations and terminology.
New pieces added monthly ensuring advisors have a steady stream of engaging content.
Easily add our content to your existing tools.