Market Smarter, Not Harder
All the tools Osaic financial professionals need to build their brand, educate clients, maintain relationships, and grow their practice are available in Fresh Finance’s comprehensive platform.
Pre-approval (On Everything!)
We handle Osaic compliance review and approval. Focus on clients not content submissions and marketing!
Custom Newsletter Banners
Our software automatically creates your banners during registration. Input contact info, disclosure, and upload your professional photo and logo into our system.
Digital Newsletter
Our monthly newsletters help you maintain relationships with clients while educating them with fresh, relevant content that resonates.
Content Library with Images
Our content library of 400+ articles plus images across 12 topics is pre-approved and ready for your website’s blog or other applications.
Social Media Articles
Third-party finance articles through UpContent are already pre-approved. Simply select, click, and post to your LinkedIn or Facebook profile.
Print Newsletter
Download a full-color PDF newsletter from your account, print, and mail to clients or use as a handout at events.
One Simple Plan. Everything Included.
No hidden fees, no complex tiers. Just everything you need to market your practice effectively.
$50 /mo
Billed monthly. Cancel anytime.
- Unlimited Content library
- Osaic pre-approval managed by us
- White-glove support
- Licensed article images
- Custom banner
- Digital monthly client newsletter
- UpContent subscription included
- Printable monthly PDF newsletter
- Social media APIs to LinkedIn and Facebook
Testimonials
Why Osaic Financial Professionals Use Us
" I have been using FreshFinance for just over a year now. I find their monthly newsletter to be up to date and relevant to current market conditions and events. Call me old-school, but I use the print PDF newsletter, and the feedback I get from my clients is excellent. I couldn’t ask for a better company to partner with for client outreach. "
Lou Zacarro
Financial Advisor, Zacarro Wealth Management
" I have been a subscriber to Fresh Finance for many years now. Prior to that, I would write a newsletter, usually quarterly, to send to my clients. I have found that Fresh Finance covers a solid variety of relevant topics for my clients. It comes pre-approved through Osaic compliance, and I write a cover note to send with it for the personalization. This newsletter is well-written and covers relevant topics for my clients and me. We get good feedback from clients, and it prompts great questions, which lead to fruitful discussions. The FF team is also very responsive and helpful. They are easy to work with, and when I have questions, or on a rare instance, a challenge, they get back to me quickly. I recommend taking a look at Fresh Finance to see if it will enhance your client and prospect outreach. "
Christy Aleckson, MBA, BFA™, RICP®, WMCP®
Single Point Financial Advisors