Available for less than $10 per month/per representative* *Depending on size of Broker Dealer

Available for less than $30 per month/per representative* *Depending on Broker Dealer size

COMMERCIAL INTERRUPTION

Social Media Content 140 character posts linking to relevant news and/or items of interest

Social Media Posting Made Easy with MarketingLibrary Manage Social Media from within your account

Social Media Posting Made Easy with MarketingLibrary Link your Social Media accounts and easily “push” content to them

MarketingPro Automated Campaigns Set 25 years worth of client greeting cards in just a few minutes. Just make sure your contact’s birth date is on file – the system does the rest. Add new clients to the campaign as you choose. Just log in once each year to select a new design. That’s it.

Full Compliance Integration with Robust Reporting

Many Technology Partner Integrations Redtail, AdvisorWebsites, Smarsh

RedTail Contact and Group Sync Improved user experience for reps to choose the groups they want to sync

New …

Social Media Automation Schedule social media campaigns at your desired frequency

MarketingPro The leader in marketing automation for financial professionals Contact Jennifer French VP, Key Accounts

Trivia Question In our commercial, what marketing company do we mock?