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Marketing & Client Service- Software (Other) [6] Boulevard R’s Advisor-Branded Marketing Platform (AMP) is the first web-based marketing software created for financial advisors. AMP helps advisors find new clients by automatically engaging, qualifying and setting up a first meeting, while effortlessly delivering real value to every prospect through the complimentary Starter Roadmap and online Dashboard. Visit www.BoulevardR.com for more information.
BG creates marketing brochures for small businesses including financial advisors.
LE is a window with your company logo and contact info that resides on your client's and prospect's desktop. You allow them to access the online resource you select, including useful resources, websites or custom marketing video.
From MYFP website: A unique interactive web-based tool to help financial advisors effectively develop new business. It is a subscription based SAAS that allows financial advisors to have a virtual marketing consultant. Morningstar Financial
Communications Ready to use resource materials, including brochures and PowerPoint presentations to help engage clients and communicate investment concepts and strategies. On their web site, under 'Our Products', click on 'For Advisors' to see all of the Morningstar resources available to financial advisors
SPS is a software and workbook used to consolidate all of the clients' financial and other important documents. The final product is a leather portfolio and jump drive for the client. |
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