Four industry-leading solutions
to help you maintain regular, meaningful contact with clients and prospects…
For the do-it-yourself marketer in need of compliant materials only – an extensive online marketing library containing thousands of high-impact, professionally pre-written marketing messages, and new technology that integrates seamlessly with compliance offices for pre-review of content.
Our fully automated marketing suite with email and direct mail campaigns. Streamline and upgrade your marketing with all the content of MarketingLibrary, plus contact management features, automated marketing campaigns, and more. Customize and send email, full-color cards, postcards, letters, newsletters, and more, directly from the system.
Scroll down to view MarketingPro add-on enhancement services …
Add Social Media Automation to your MarketingPro account to link multiple Facebook, LinkedIn, or Twitter profiles with just a click of a button. Easily pre-select and/or pre-schedule future posts, create automated social media posting campaigns, and manage your entire social media presence – all from within your MarketingPro account.
What does your practice need?
From content-only to total automation solutions with dedicated, personal assistance – use the chart below to compare our solutions...
Economic Updates (Weekly, Monthly, Quarterly, Annual) | ||||
Retirement Newsletter & Lifestyle eNewsletter | ||||
eNewsletter for Millennials | ||||
Emails, Letters, Financial Articles, Invitations | ||||
Compliance Review Functionality | ||||
Social Media Post Content (Text)* | ||||
Social Media Images* | ||||
Contact Management Features | ||||
Automated Contact Campaigns | ||||
Automatic Email & Direct Mail Distribution | ||||
Send on Letterhead (Yours, or Select a Design) | ||||
Customizable Email Templates | ||||
Full-Color Direct Mail Monthly Newsletter Postcards (4) | ||||
Beautiful, Full-Color Direct Mail Greeting Cards & Postcards | ||||
Personalized Handwriting Font & Signatures | ||||
Link Social Media Accounts (Facebook, Linkedln, Twitter)* | ||||
Ability to "Push" Content Directly to Social Media* | ||||
Ability to Pre-Schedule Future Social Media Posts* | ||||
Create Fully Automated Social Media Campaigns* | ||||
Link Additional Social Media Accounts* | ||||
Personal Assistance, Contact Loading, Grouping | ||||
Campaign Creation, Maintenance, and Management | ||||
Content Suggestions, Distribution Assistance, Support | ||||
Marketing Input, Monthly Marketing Meetings via Phone | ||||
* If Supported by Your Broker/Dealer |
Economic Updates (Weekly, Monthly, Quarterly, Annual) | ||||
Retirement Newsletter & Lifestyle eNewsletter | ||||
eNewsletter for Millennials | ||||
Emails, Letters, Financial Articles, Invitations | ||||
Compliance Review Functionality | ||||
Social Media Post Content (Text)* | ||||
Social Media Images* | ||||
* If Supported by Your Broker/Dealer |
Economic Updates (Weekly, Monthly, Quarterly, Annual) | ||||
Retirement Newsletter & Lifestyle eNewsletter | ||||
eNewsletter for Millennials | ||||
Emails, Letters, Financial Articles, Invitations | ||||
Compliance Review Functionality | ||||
Social Media Post Content (Text)* | ||||
Social Media Images* | ||||
Contact Management Features | ||||
Automated Contact Campaigns | ||||
Automatic Email & Direct Mail Distribution | ||||
Send on Letterhead (Yours, or Select a Design) | ||||
Customizable Email Templates | ||||
Full-Color Direct Mail Monthly Newsletter Postcards (4) | ||||
Beautiful, Full-Color Direct Mail Greeting Cards & Postcards | ||||
Personalized Handwriting Font & Signatures | ||||
Link Social Media Accounts (Facebook, Linkedln, Twitter)* | ||||
Ability to "Push" Content Directly to Social Media* | ||||
* If Supported by Your Broker/Dealer |
Economic Updates (Weekly, Monthly, Quarterly, Annual) | ||||
Retirement Newsletter & Lifestyle eNewsletter | ||||
eNewsletter for Millennials | ||||
Emails, Letters, Financial Articles, Invitations | ||||
Compliance Review Functionality | ||||
Social Media Post Content (Text)* | ||||
Social Media Images* | ||||
Contact Management Features | ||||
Automated Contact Campaigns | ||||
Automatic Email & Direct Mail Distribution | ||||
Send on Letterhead (Yours, or Select a Design) | ||||
Customizable Email Templates | ||||
Full-Color Direct Mail Monthly Newsletter Postcards (4) | ||||
Beautiful, Full-Color Direct Mail Greeting Cards & Postcards | ||||
Personalized Handwriting Font & Signatures | ||||
Link Social Media Accounts (Facebook, Linkedln, Twitter)* | ||||
Ability to "Push" Content Directly to Social Media* | ||||
Ability to Pre-Schedule Future Social Media Posts* | ||||
Create Fully Automated Social Media Campaigns* | ||||
Link Additional Social Media Accounts* | ||||
* If Supported by Your Broker/Dealer |
Economic Updates (Weekly, Monthly, Quarterly, Annual) | ||||
Retirement Newsletter & Lifestyle eNewsletter | ||||
eNewsletter for Millennials | ||||
Emails, Letters, Financial Articles, Invitations | ||||
Compliance Review Functionality | ||||
Social Media Post Content (Text)* | ||||
Social Media Images* | ||||
Contact Management Features | ||||
Automated Contact Campaigns | ||||
Automatic Email & Direct Mail Distribution | ||||
Send on Letterhead (Yours, or Select a Design) | ||||
Customizable Email Templates | ||||
Full-Color Direct Mail Monthly Newsletter Postcards (4) | ||||
Beautiful, Full-Color Direct Mail Greeting Cards & Postcards | ||||
Personalized Handwriting Font & Signatures | ||||
Link Social Media Accounts (Facebook, Linkedln, Twitter)* | ||||
Ability to "Push" Content Directly to Social Media* | ||||
Ability to Pre-Schedule Future Social Media Posts* | ||||
Create Fully Automated Social Media Campaigns* | ||||
Link Additional Social Media Accounts* | ||||
Personal Assistance, Contact Loading, Grouping | ||||
Campaign Creation, Maintenance, and Management | ||||
Content Suggestions, Distribution Assistance, Support | ||||
Marketing Input, Monthly Marketing Meetings via Phone | ||||
* If Supported by Your Broker/Dealer |