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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Advisor Promoter is an innovative marketing automation platform designed to assist advisers in establishing connections with both customers and potential clients, fostering meaningful interactions, and ultimately driving business success. Developed by a skilled team of marketing and technology experts with a robust background in creating enterprise-level marketing automation solutions for global markets, Advisor Promoter redefines ease of use while maintaining high functionality. Our system is meticulously crafted to utilize cutting-edge technology, enabling advisers to minimize compliance risks by automating tedious tasks such as the review process. Additionally, it enhances the nurturing of existing relationships through a variety of potent pre-designed campaigns, while also generating new leads through referral initiatives paired with engaging, easily shareable content that can be monitored across various social media platforms. By simplifying the complexities of marketing automation, we empower advisers to focus on what matters most—their clients. Ultimately, Advisor Promoter embodies the essence of making marketing automation accessible and effective for all advisers.

Description

Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Moberate Technologies

Founded

2016

Country

New Zealand

Website

www.advisorpromoter.com

Vendor Details

Company Name

Seeds

Founded

2019

Country

United States

Website

useseeds.com

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Features

Alternatives

Alternatives