Fresh Financial Content For Advisors

With our intuitive web portal, advisors can access and distribute pre-approved across their websites, social media, etc.

Financial Decisions

How Our Software Helps Advisors

Increases your website’s SEO- Posting pre-approved blog content weekly helps prospects find you when searching for financial help or a new financial advisor.

 Easy social media posting- Our API integrations with approved social media platforms connect to your social accounts to help build trust and attract new clients with each finance article post.

  Validates youSharing financial content and the latest financial news demonstrates you’re well-informed and can be trusted.

 Strengthen relationships- Providing your clients with financial education articles keeps you top-of-mind and shows you care about their financial wellness.

Less time sourcing content- Our subscription includes our own and articles from well-known, trusted third-party publishers.

Compliance approved- Content inside advisor portals has already been approved and ready to use on websites, social media, in newsletters, etc.

Full Library of Articles

Full Library of Articles

Your marketing team can use our content library of 500+ articles as is, edit them, write your own, or import content from other providers.

Once your compliance team approves articles, they automate to the advisor portals for use on their websites through RSS feeds.

Monthly Digital Newsletter

Digital Newsletter

Create enterprise newsletters to help your advisors connect with clients using our digital newsletter tool.  Articles are the same articles, while banners have advisor-specific contact information, their photo and brand, and disclosures.

Customized Banner

Customized Banner

Our software automates banner creation using advisors’ contact information, disclosures, and photos, saving graphics design time. 

DBAs are no problem using our software to produce customized banners or upload brand standards banner options.

PDF Mailer

PDF Mailer

Advisors can download a full-color PDF newsletter mailer,  print it themselves and use it with their clients and at events. Our PDF mailer tool automates advisors’ banners, disclosures, and contact information as the PDF mailer generates.

Email Analytics

Email Analytics

With our email analytics, your marketing team won’t be left wondering if your content marketing is making an impact. (* with email list management enabled).

Social Media Posting

Social Media Posting

Provide your advisors with pre-approved third-party finance articles that sync to their LinkedIn and Facebook profiles through our direct APIs. Help your advisors amplify their social media presence by positioning them as well-informed thought leaders.

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Position Your Advisors as a Financial Industry Thought Leaders.

Help keep clients and prospects informed.

Use Fresh Finance software to amplify your marketing using financial content and help position yourself as a trusted financial expert.


Fresh Finance

See What's Included in Our Financial Content Subscription

Differentiate yourself as an expert using our fresh and educational financial content.


(billed monthly)

Each month receive:

  • A monthly client-focused finance newsletter
  • Financial Content Library access to hundreds of articles
  • 24 new third-party finance articles for social media
  • A print PDF version of the finance newsletter
  • New blog content for your website, regardless of your website's provider