A New Era in Marketing Communications!

One Software For Compliance, Marketing, And Advisors.

The only Martech solution designed for the wealth, banking, and insurance industries that puts compliance, marketing, and advisors in the same content distribution system.


Position Your Advisors as
Trusted Financial Experts

Education To Help Improve Financial Outcomes.

Our enterprise content marketing software is designed to provide regular and timely communication to clients from their advisors and help attract new business.

Use our software tools to provide your advisors with a consistent stream of articles that inspire financial confidence, help build lasting relationships, and validate their expertise.


Intuitive content
management dashboard

Say Goodbye To Repetitive Writing, Countless Advisor Submissions, And Lengthy Approvals.

From financial education articles to market commentaries and sector-specific insights, our content marketing software is all your compliance & marketing teams, and advisors need:

  • A Digital Newsletter Tool- Each advisor’s branding, disclosures & contact information automate.
  • Social Media Tool Articles- Sync third-party pre-approved articles to each advisors portal to post using our APIs.
  • Content Library Tool- We provide our database of 500+ articles to use as is or edit. Write your own or add other vendors’ content your advisors can access for their websites, social media, and more.
  • Print newsletter Tool- Advisors can print themselves and mail to select clients or use at events.

Our software solves for content
across mediums

Help Your Advisors Engage Clients & Prospects Using Our Cutting-Edge Solution.

Fresh Finance’s centralized hub of articles and tools enable advisors to distribute content that aligns with their clients’ goals while adhering to your firm’s policies and best practices.

Our intuitive web portal provides compliance and marketing teams with an easy way to curate, approve, and distribute content to their advisors to use on their websites, social media profiles, and more.

Streamline your content management process, save time and money, and ensure that all content is high-quality and compliant.

Arm your advisors with Fresh Finance Software

Meet Our Integration Partners

UpContent is a content discovery and curation tool that helps users find and share relevant content across different channels.

Wealth Management GPT is a leading solution provider to the wealth management space, committed to transforming the space through the power of artificial intelligence.

ReachStack Sales Intelligence automatically collects, analyzes and uses that information to create actionable Sales information for Advisors.

Reduce content approval 'mishaps'

Unique Entitlement Driven Access

Our software’s compliance and marketing review feature ensure that all content is approved before publishing to your advisors’ portals:

  • Vetted third-party content automates after approval
  • Content library articles and images populate once approved
  • Content managed ‘in-house’ versus website vendors
  • Controls on which articles can be used by advisors
  • Closed system- advisors can’t edit content

Don’t Take Our Word For It

Hear What Our Clients Are Saying.