100+ 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 95 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.
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 100+ 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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