Send branded, client-ready content directly from your inbox.
The Outlook integration lets advisors send HeyAdvisor infographics, videos, and pre-written email templates directly from their inbox. With just a click, advisors deliver polished, branded content in a professional way. The integration streamlines communication, saves time, and helps advisors stay consistent in client engagement.
Start your trial today to see all available HeyAdvisor content. No credit card required.
