The Financial Advisor Communications System (FACS) puts you in control of a powerful platform designed to help you increase AUM and fulfill your obligations to clients as a fiduciary.
● Weekly email campaigns strategically managed with a Constant Contact coach
● Educational articles and videos
● Feature your own content anytime
● Constant Contact email marketing tools, analytics, and coaching
● Investment strategies from economist Fritz Meyer
● Tax strategies from Robert Keebler, a leading educator of tax professionals
● Timely marketing campaigns
● Monthly-updated FINRA-reviewed articles and videos
● Integrates with your Facebook, Twitter, and LinkedIn accounts
● Calls to action generate inbound leads
● AdvisorVault Client Portals
● Integrated with portfolio accounting, financial planning, and CRM applications
● Automated website archiving
● Four hours of service annually from our help desk
FACS's content marketing platform can be added to any existing website for $500 quarterly and a $1000 setup fee. If you have a WordPress site, this is a good solution.
If you don't have an existing website, want a secure modern-looking client portal, need search engine optimization assistance, website archiving, help-desk support, marketing consulting, or value our online tools, then the $750 quarterly payment plan is right for you.