Top Marketing Tools for Financial Advisors: 50 Tools for Managing Marketing Campaigns

 In Blog, Wealth Management

In order to grow their business and thrive, financial advisors need to communicate with prospects and clients and develop relationships with them. The ultimate goal is for financial advisors to gain the trust of their clients to build loyalty throughout the customer journey. That’s why financial advisors are beginning to mimic the marketing efforts of large companies and organizations; they are focusing on the customer in order to make the most relevant offers and personalize service.


In order for financial advisors to reach their clients, they are making use of marketing tools for email campaigns, social media communication, customer relationship management, and analytics to determine the value of all of those marketing efforts. Whether you are just beginning to delve into marketing or are looking for tools to beef up your marketing efforts, our list of the top 50 marketing tools for financial advisors will help you achieve your goals of increasing leads and closing more sales by reaching prospects and existing clients in the right way at the right time. Some of our top tools are specifically designed for financial advisors, especially because of the compliance regulations that exist in the industry. Other top tools that made our list are appropriate for financial advisors because they are designed for independent advisors or small businesses. No matter your marketing needs, at least a few of our financial advisor marketing tools will work for you. Please note, we have listed our top marketing tools for financial advisors here, in no particular order.

1. FMG Suite

FMG Suite

FMG Suite provides lead generating websites and automated marketing tools for service professionals. This marketing tool for simplifies marketing for financial advisors. The Suite is an all-in-one marketing tool that is designed to increase referrals and leads for a low monthly price.

Key Features:

  • Automated email and social media tools drive traffic back to your website
  • Turn-key websites are pre-loaded with great videos
  • Extensive content library contains hundreds of videos, infographics, and articles that are reviewed for compliance in advance
  • Includes a white-glove transfer of your current content


  • Website Plan: $50/month + setup: 1 tool
  • Lead Generation Plan: $125/month + setup: 3 tools
  • Complete Marketing Plan: $170/month + setup: all 5 tools

2. Redtail CRM

Redtail CRM

Redtail Technology is an industry leader in software for financial advisors, including customer relationship management, document imaging, and email solutions. Redtail has been designing successful CRM solutions specifically for financial professionals since 2003. This top marketing tool for financial advisors provides detailed tracking of your clients’ data for relevant client ‘touches.’

Key Features:

  • Automated workflows
  • Intuitive user interface
  • Tailored to today’s financial advisors
  • Seamlessly integrates with Morningstar, Riskalyze, LaserApp, Allbridge, and MoneyGuidePro
  • Free database migrations

Cost: FREE trial available

  • Redtail CRM: $99/month/database – Includes 15 users
  • Redtail Imaging: $49/month/10 gigabytes
  • Redtail Email: $8/month/account

3. Wealthbox CRM

Wealthbox CRM

Wealthbox is a modern CRM for financial advisors. Wealthbox is web-based and secure and requires no training. Wealthbox is a top marketing tool for financial advisors that makes it possible to easily stay connected with clients, prospects, and staff.

Key Features:

  • Contact management
  • Activity streams
  • Advanced reports
  • Opportunity tracking
  • Account administration
  • Advanced security

Cost: FREE trial available

4. Blueleaf


Blueleaf makes advisors look good with a simple, scalable client engagement platform. Financial advisors who use Blueleaf as a marketing tool grow faster and serve more clients automatically. This financial relationship management software enables financial advisors to leverage client information build profitable relationships.

Key Features:

  • Prospecting tools
  • Asset discovery
  • Goal tracking
  • Client communication
  • Tracking and alerting
  • Client portal
  • Account aggregation
  • Performance dashboards

Cost: FREE trial available

  • No contracts or long-term commitments
  • Pay as you go monthly
  • Up to 10 households or $10 million total assets: $195/month
  • Up to 20 households or $20 million total assets: $295/month
  • Up to 50 households: $395/month
  • Up to 100 households: $495/month

5. Campaign Monitor

Campaign Monitor

Campaign Monitor is a simple email marketing tool for financial advisors. With Campaign Monitor, financial advisors easily create, send, and measure the impact of email marketing campaigns. Design engaging email marketing campaigns with drag-and-drop tools using Campaign Monitor.

Key Features:

  • Designs look amazing on any device and in any inbox
  • Use the powerful email builder to design branded emails that are automatically responsive
  • Send relevant content with personalized email marketing campaigns with targeted content for various audiences
  • A/B testing for easily testing subject lines, sender details, and different email marketing designs

Cost: Pay-as-you-go pricing

  • Send to up to 500 people
    • Basic: $9/month
    • Unlimited: $29/month
    • Premier: $149/month
  • Send to up to 2,500 people
    • Basic: $29/month
    • Unlimited: $59/month
    • Premier: $149/month

6. MailChimp


MailChimp improves financial advisors’ email and helps them gain more revenue. With this marketing tool, financial advisors have the power to make individual recommendations to customers based on their purchase behavior. More than 12 million people, including financial advisors, trust MailChimp to connect with clients and grow their businesses.

Key Features:

  • Create targeted campaigns and automate helpful product follow-ups
  • Send better email by learning more about your clients
  • Easy drag-and-drop designer to create campaigns that match your style and brand
  • Built-in segmentation to build custom rules
  • In-depth reporting provides insights to make each automated series better than the last


  • Forever Free: Up to 2,000 subscribers and 12,000 emails per month
  • 1,001 – 1,500 subscribers and unlimited emails per month: $20/month
  • 1,501 – 2,000 subscribers and unlimited emails per month: $25/month
  • 2,001 – 2,500 subscribers and unlimited emails per month: $30/month
  • 2,501 – 2,600 subscribers and unlimited emails per month: $35/month

7. Constant Contact

Constant Contact

Constant Contact gives independent financial advisors and those in small firms the power to grow and succeed through email marketing. This top email marketing tool for financial advisors helps you to send the best email with easy-to-use features that include customizable templates.

Key Features:

  • Drag-and-drop editing
  • Personalized welcome, birthday, and anniversary emails
  • Set a series of emails for your contact lists
  • Upload your email list from Excel, Gmail, Outlook, or others
  • Post emails to social networks all at once
  • Email tracking tools let you see who is opening, clicking, and sharing your emails and social posts in real time

Cost: FREE trial available

  • Pay $10 for the first 3 months, no matter which tier best suits you
  • 0 – 500 Contacts: $20/month
  • 501 – 2,500 Contacts: $40/month
  • 2,501 – 5,000 Contacts: $60/month
  • 5,001 – 10,000 Contacts: $90/month

8. Vertical Response

Vertical Response

Vertical Response is an email marketing tool for financial advisors that helps you deliver the right message to get the results you want. Financial advisors have been finding success with email marketing, and Vertical Response is a simple solution that does not require any design or coding skills.

Key Features:

  • Includes four professionally designed free templates
  • Drag-and-drop editing
  • Add a custom call-to-action button
  • Save time with autoresponders
  • 100% mobile and social friendly

Cost: Annual and semi-annual discounts are available

  • FREE: Up to 300 contacts, up to 1,200 emails/month
  • Basic: $22/month: All Free plan benefits plus add more contacts, send unlimited emails, automated follow-up emails, and remove Vertical Response branding
  • Pro: $32/month: All Basic plan benefits plus a dedicated contact person, delivery resources, and template stylize
  • Pro+: $212/month: All Pro plan benefits plus 1 promo email/month, 1 engagement email/month, 8 social posts/month, and a dedicated campaign manager

9. SimplyCast


SimplyCast delivers marketing automation for financial advisors. This top customer flow communication platform combines inbound marketing, marketing automation, and multi-channel communication to help financial advisors build client loyalty with personalized communication.

Key Features:

  • Stay in touch with clients
  • Offer personalized financial advice
  • Reach new clients through automated financial advisor marketing
  • Send automatically personalized email or text message campaigns for each client


  • Startup: $99/month – 3,000 contacts, 2 users, unlimited 360 projects, 5 online forms, 20 landing page projects
  • Basic: $199/month – 7,000 contacts, 3 users, unlimited 360 projects, 10 online forms, 50 landing page projects
  • Professional: $299/month – 15,000 contacts, 4 users, unlimited 360 projects, 20 online forms, 100 landing page projects
  • Enterprise: $499/month -50,000 contacts, 5 users, unlimited 360 projects, unlimited online forms, unlimited landing page projects

10. Hootsuite


More than 10 million professionals, including financial advisors, trust Hootsuite as a market tool to connect with more than 35 popular social networks. With Hootsuite, financial advisors save time by managing all of your social networks and scheduling messages for future publishing.

Key Features:

  • Identify what your audience is saying about you
  • Engage your audience quickly and easily
  • Social media analytics provide an in-depth view of how well your social media efforts are received
  • Secure logins, profile protections, and permission levels
  • Increase social reach and productivity with Hootsuite’s App Directory

Cost: FREE trial available for 30 days

  • FREE – For individuals to connect up to 3 social profiles
  • Pro: $9.99/month on annual plan – Up to 50 social profiles, 1 enhanced analytics report, bulk message scheduling, 1 user included, access to Premium Apps
  • Business: Contact for a quote – All Pro plan features, plus real-time analytics, publishing approvals, and more
  • Enterprise: Contact for a quote – Customizable plans and features

11. Google Alerts

Google Alerts

Google Alerts is a free marketing tool that helps financial advisors monitor the web for interesting new content. Keep up with your online reputation and monitor social media marketing efforts and online presence with Google Alerts.

Key Features:

  • Find out the who, what, and where of your personal and company mentions
  • Set up alerts for your company name and individual name
  • Know exactly when you receive a media mention online

Cost: FREE

12. LinkedIn


LinkedIn, the world’s largest professional network, helps financial advisors build your brand, raise awareness, and generate leads. With this marking tool, you can grow your business via targeted advertising.

Key Features:

  • Sponsored content
  • Sponsored InMail
  • Personalized display ads
  • Run desktop display campaigns to drive brand awareness


  • Free – Build an individual profile or business profile
  • LinkedIn Marketing Solutions: Contact for a quote

13. Twitter


Twitter for Business is a marketing tool that helps financial advisors decrease marketing expenses, improve client support, and increase revenue. With Twitter, you gain website traffic and relevant followers to build your business.

Key Features:

  • Extend your reach by bringing users to your website via Tweets
  • Accelerate follower growth
  • Build an engaged, connected audience


  • Free – Create a Twitter account
  • Twitter Ads: Contact for a quote

14. YouTube


Financial advisors use YouTube to share videos with your original finance-themed videos. Besides being a marketing tool for attracting new clients, YouTube saves financial advisors the time and money spent meeting clients who may have a different investing approach or type of advisor in mind.

Key Features:

  • Billions of people can discover, watch, and share your finance-themed videos
  • A forum for people to connect to others around the world
  • A distribution platform for original content from financial advisors and firms of any size
  • Clients and prospects can subscribe to your channel so they never miss a new video from you


  • Free – Create a YouTube account and upload videos
  • Create video ads: Contact for a quote

15. Facebook


Facebook is a social media marketing tool that helps financial advisors stay connected to their colleagues, clients, and prospects. Financial advisors who utilize Facebook gain new clients and report asset gains. Facebook also gives financial advisors insight into their clients and helps clients get to know you.

Key Features:

  • Create a business page that serves as a point of contact and reference for prospects and clients
  • Share your original content, blog posts, and more via Facebook
  • Post as frequently as you’d like
  • Build a client network


  • Free – Create a Facebook profile
  • Advertising and boosting posts: Contact for a quote

16. Junxure


Junxure is “the most awarded CRM for financial advisors.” Available both as an on-premise CRM for advisors or in the cloud, Junxure is a marketing tool that was created specifically for financial advisors based on the experiences of an advisor.

Key Features:

  • Improve client service
  • Streamline practice management
  • Increase profitability
  • Capture client demographics, documents, and financial data in a central location

Cost: FREE trial available

  • Junxure Cloud: $65/user/month billed annually
  • Junxure CRM: $41/user/month billed annually

17. Act4Advisors


Act4Advisors is a marketing tool that is an add-on for ACT! This customized database template and program is designed specifically for financial planners, investment advisors, and insurance agents. Act4Advisors is an affordable CRM solution that makes it easier for financial advisors to manage their contacts and generate new leads.

Key Features:

  • Fully customized with various data fields specific to a financial advisor
  • Personal data fields for client and prospect personal information
  • Adds custom lookups and automatic group membership
  • Custom reports for birthdays, anniversaries, and other important dates
  • Built-in automation for workflow including activity series for drop marketing
  • Built-in letters for marketing and client service

Cost: Contact for a quote

18. Maximizer Wealth Manager CRM

Maximizer Wealth Manager CRM

Maximizer is a leading provider of customer relationship management software for medium-sized businesses. Their Wealth Manager CRM is a marketing tool for financial advisors that was developed specifically for the industry.

Key Features:

  • Effectively manage your own contact management needs
  • Manage clients and build business while adhering to complex industry regulations
  • All client investment objectives, financial history, risk tolerance level, communication, and documentation in a single, accessible location
  • Easily gain insight into each client’s interests and preferences
  • Offer services tailored to clients’ individual needs

Cost: FREE trial available

19. Advisors Assistant

Advisors Assistant CRM

Advisors Assistant is a leader in client management software for financial services professionals. This marketing tool is a comprehensive solution for keeping financial advisors in contact with clients to prevent them from switching to other advisors.

Key Features:

  • Track as much information about clients and prospects as you need
  • Use client and prospect information to find targeted lists of people for marketing campaigns
  • Links directly with Word and Outlook to quickly and easily get marketing mailings and emails out to clients and prospects
  • Keep in touch with clients via the Advisors Assistant Notes, Markets, Links, Workflows, and Calendar


  • Web-Based: $50 one-time set-up fee
    • One User CRM Module: $39/month
    • Two User CRM Module: $49/month
  • Mobile App: $5/month for one device, each additional device is $2/month
  • Advisors Assistant CRM Computer-Based Installation: $99 – Single user on one computer
  • Advisors Assistant CRM 2-user Network: $899

20. SmartOffice


SmartOffice, powered by Ebix, is a web-based practice CRM solution that serves as a marketing tool for financial advisors. Used by top advisors and leading financial services organizations, SmartOffice helps advisors turn your client data into the driving force of your business.

Key Features:

  • Analyze, service, and communicate with clients effectively
  • Highly modular and can be configured to meet your needs
  • Sales lead and opportunity tracking
  • Data import
  • Policy and investment tracking
  • Contact and calendar management
  • Dynamic Reports mines client data for marketing and upsell opportunities

Cost: Starts at $30/month

21. BPM’online


BPM’online is a top vendor of process-driven software for marketing, sales, and service. Their marketing automation platform is a marketing tool for financial advisors ensures an ideal customer journey and is powered by out-of-the-box best practice processes that deliver demand-generation excellence.

Key Features:

  • Lead generation
  • Email marketing tools for establishing and maintaining personalized communications with each client
  • Optimize communication strategies based on mass mail responses
  • Modern, streamlined user interface


  • Active Contacts: $27/month – 1,000 active contacts
  • Cloud User License: $50/user/month billed annually
  • On-Site User License: $850/license/lifetime

22. Azurepath

Azure Path

Azurepath is a marketing tool that enables financial advisors to automate your CRM and sales forecast, so that you can turn your existing spreadsheet into immediate insights. With Azurepath, financial advisors have access to automated lead management and effortless sales forecasting, analysis, and insights.

Key Features:

  • Make more informed decisions for your business and marketing strategy
  • Simple, rapid setup with batch import
  • Keep all lead communication and close dates current with the automated visual lead queue
  • Find any account, lead, contact, tag, or note with global search on your laptop, tablet, and phone
  • Email marketing integration

Cost: FREE trial available for 30 days

  • $14.95/user/month – Unlimited accounts, leads, and contacts for unlimited users and teams

23. Envestnet Tamarac Advisor CRM

Envestnet Tamarac Advisor CRM

Envestnet’s Tamarac is a web-based and integrated portfolio management platform for financial advisors. As a marketing tool, Envestnet Tamarac Advisor CRM delivers client relationship management that allows financial advisors to deliver differentiated client experiences.

Key Features:

  • Simple and intuitive user experience
  • Actionable intelligence at your fingertips
  • Easy connections to people
  • Provide a superior level of service

Cost: Contact for a quote

24. Satuit Asset Manager CRM Software

Satuit Asset Manager CRM Software

Satuit is a “global leader in CRM and software solutions for the buy-side, including private equity, wealth, asset, hedge fund, and investment management firms.” Their Asset Manager CRM Software gives financial advisors the marketing tool they need to track clients and prospects.

Key Features:

  • Developed by a team of experienced investment professionals who understand the unique complexity of investment sales, client service, and compliance regulations
  • Powerful, yet easy to use
  • May be implemented as a cloud solution or installed on your servers

Cost: Contact for a quote

25. Infusionsoft


Infusionsoft is sales and marketing software built for small business. Financial advisors remain informed and stay on trend with this marketing tool that “works as hard as you do.”

Key Features:

  • Trusted by 120,000 users and backed by 15 years of experience helping small businesses succeed
  • Capture more leads
  • Improve conversion rates
  • Manage the sales process

Cost: Contact for a quote

26. NexJ Systems

NexJ Systems

NexJ Systems provides customer management solutions for financial services, including customer relationship, customer process, and customer data management. Their customer relationship management solution doubles as a marketing tool for financial advisors who want to build and maintain strong customer relationships in addition to delivering superior customer experience.

Key Features:

  • Establish deep and enduring relationships with clients
  • Focuses on wealth management and insurance verticals to provide more out-of-the-box CRM capabilities for finance and insurance than other CRM solutions
  • Streamline your daily workflow and drive revenue through new customer acquisition and upset or cross sell to existing customers

Cost: Contact for a quote

27. Bullhorn CRM for Financial Services

Bullhorn CRM for Financial Serfvices

Bullhorn is a global leader in CRM software for relationship-driven businesses. Bullhorn CRM for financial services is a marketing tool for financial advisors who want more opportunities to connect with existing and future clients.

Key Features:

  • Strengthen your relationships with existing and future clients
  • Gain visibility into accurate customer information
  • Engage intelligently and consistently with customers
  • Easily configurable reports
  • Email activity tracking

Cost: Contact for a quote

28. Salesforce Financial Services CRM

Salesforce Financial Services CRM

The worlds top CRM, Salesforce has been reinvented for financial services. Salesforce Financial Services CRM is a marketing tool for financial advisors who want to go on the offense against the digital, social, and mobile disruption and create more personal customer interactions.

Key Features:

  • Personalized outreach
  • Proactive insights
  • Goal-based planning
  • Create lasting client relationships
  • Omni-channel integration across social, web, email, and more

Cost: Contact for a quote

29. Sticky Advisor

Sticky Advisor

Canada’s leading financial advisor CRM, Sticky Advisor is a marketing tool that helps advisors keep up-to-date client records. Sticky Advisor was designed to be the advisor’s assistant by focusing on the specific needs of financial advisors.

Key Features:

  • 1-Click Follow-Up helps you generate new business
  • Manage groups and referrals
  • Sync with Google Contacts
  • Keep a record of client assets, liabilities, and investments

Cost: FREE trial available for 30 days

  • $29/month

30. Buffer


Buffer is a marketing tool for financial advisors that helps you manage your social media accounts in one place. Buffer features scheduling and analytics to save financial advisors valuable time. More than 3 million users, including financial advisors, already take advantage of Buffer.

Key Features:

  • Schedule, publish, and analyze all of your posts in one place
  • Share your content at the best time throughout the day to get more reach out of each post
  • Easily select which accounts you want to post to, post the same message to all accounts, or add context by customizing each
  • Engage with multimedia
  • Available on Twitter, Facebook, LinkedIn, Google+, and Pinterest


  • Individuals: Free – 1 social profile per platform, 10 schedule posts per profile
  • Individuals Awesome Plan: $10/month – 10 social profiles, 100 scheduled posts per profile, and more
  • Small Team or Agency: $99/month – 25 social profiles, 2,000 scheduled posts per profile, and more
  • Medium Team or Agency: $199/month – 50 social profiles, 2,000 scheduled posts per profile, and more
  • Large Team or Agency: $399/month – 150 social profiles, 2,000 scheduled posts per profile, and more

31. Sprout Social

Sprout Social

Sprout Social is a social media management and engagement platform for businesses. This marketing tool for financial advisors enables you to schedule, publish, and analyze so that you know exactly which social marketing efforts are paying off and which need to change.

Key Features:

  • Build and maintain your community with social media management tools
  • Quickly respond to questions and resolve issues with social customer service
  • Successfully reach your audience with social media marketing tools and optimize social marketing plans
  • Find opportunities to engage and join social conversations
  • Publish to Twitter, Facebook, Google+, and LinkedIn

Cost: FREE trial available for 30 days

  • Deluxe: $59/user/month – Everything you need to get started and includes up to 5 profiles
  • Premium: $99/user/month – All Deluxe plan features, powerful tools for social business, and includes up to 10 profiles
  • Team: $500/month with a minimum of 3 users – All Premium plan features, plus advanced tools for growing teams, and includes up to 30 profiles

32. Audiense


Formerly SocialBro, Audiense is a social marketing platform that delivers rich and actionable insight for financial advisors who want to uncover and connect with the right audience. With smart social intelligence from Audiense, financial advisors understand their clients and prospects, connect with them, and influence them in ways that were previously impossible.

Key Features:

  • Segment your own or new target audiences
  • Identify influencers
  • Understand your audience and know what is important to them
  • Optimize audience engagement at scale
  • Track and report all of your organic and paid campaigns in detail

Cost: Contact for a quote

33. AWeber


AWeber provides email marketing for more than 120,000 small businesses, bloggers, and nonprofits, including financial advisors. AWeber gives financial advisors the tools you need to send emails right away, so that you can stay connected to your clients and prospects.

Key Features:

  • Email automation, templates, and more
  • Industry-leading deliverability
  • Mobile apps allow you to get new email subscribers and see how your emails perform, even when you are on the go
  • Connect with other platforms such as Facebook, WordPress, LeadPages, and PayPal

Cost: FREE trial available for 30 days

  • $19/month – Up to 500 subscribers and unlimited emails
  • $29/month – 501 – 2,500 subscribers and unlimited emails
  • $49/month – 2,501 – 5,000 subscribers and unlimited emails
  • $69/month – 5,001 – 10,000 subscribers and unlimited emails
  • $149/month – 10,001 – 25,000 subscribers and unlimited emails
  • Contact for a quote for 25,001+ subscribers

34. Zoho


Zoho provides smart software for growing businesses. With Zoho, financial advisors gain a marketing tool that helps you reach and engage your clients. Zoho enables you to create, send, and track successful email campaigns to build lasting relationships with clients.

Key Features:

  • Email marketing with CRM and social media integration
  • Effortless email marketing
  • Professional email newsletters
  • Campaign tracking and reporting
  • Integration with Zoho CRM
  • Promote on social media
  • Automate your email marketing


  • Free Plan: 2,000 subscribers and 12,000 emails/month
  • Monthly Subscription – Unlimited emails, workflows, autoresponders, and social campaigns
    • 0 – 500 subscribers: $5/month
    • 501 – 1,000 subscribers: $10/month
    • 1,001 – 2,500 subscribers: $25/month
    • 2,501 – 5,000 subscribers: $45/month
  • Pay-as-You-Use – Pay by email credits
    • 250 email credits: $6
    • 500 email credits: $12
    • 1,000 email credits: $22
    • 2,000 email credits: $40

35. Active Campaign

Active Campaign

Active Campaign is a marketing tool for financial advisors that provides email marketing, marketing automation, and sales automation. You can grow your business and save time with the seamless experience provided by Active Campaign.

Key Features:

  • Send newsletters and design beautiful email campaigns to keep in touch with contacts and clients
  • Automate marketing channels using personal and behavioral data about your clients
  • Get more leads and close deals more quickly with Active Campaign’s new take on customer relations


  • Lite: Starts at $9/month paid monthly – Up to 500 contacts
  • Small Business: Starts at $49/month paid monthly – Up to 500 contacts
  • Enterprise: Starts at $149/month paid monthly – Up to 500 contacts

36. Mindmatrix


Mindmatrix is a leader in channel sales enablement. Their marketing automation tools provide better campaign management for financial advisors. Mindmatrix’s marketing solution for financial advisors addresses the compliance regulations and broad customer touchpoints that are unique to the industry.

Key Features:

  • Personalized sales and marketing collateral creation
  • Improved brand management
  • Better lead generation and management
  • Excellent campaign management and reporting

Cost: Contact for a quote

37. HubSpot


HubSpot is the world’s leading inbound marketing and sales platform with greater than 18,000 customers in more than 90 countries. With HubSpot, financial advisors get an all-in-one marketing solution that does everything from attracting visitors to closing clients.

Key Features:

  • All marketing accounts and information is in one place
  • SEO tools that go beyond keywords
  • Marketing automation that goes beyond email
  • Control you content, channels, and marketing performance with a 360-degree view of your most important clients from one dashboard


  • Basic: $200/month billed annually – 100 contacts
  • Pro: $800/month billed annually – 1,000 contacts
  • Enterprise: $2,400/month billed annually – 10,000 contacts

38. WordPress


WordPress is an invaluable marketing tool for financial advisors because it is one of the best solutions for blogging or creating a business site. WordPress is a content marketing tool that serves as a content management system that powers websites, networks, and communities.

Key Features:

  • Host WordPress on your own server
  • Simple interface similar to desktop publishing software
  • Does not require any coding experience or expert knowledge
  • Share content and attract readers easily by pushing content to social networks or allowing visitors to subscribe to specific content


  • FREE – Unlimited pages and blog posts, custom address, hundreds of free themes, 3GB of space for files and media, community support
  • Premium: $8.25/month billed annually – Unlimited pages and blog posts, your custom domain, hundreds of free themes, 13GB of space for files and media, email and live chat support, advanced design customization, and no ads
  • Business: $24.92/month billed annually – Unlimited pages and blog posts, your custom domain, 50+ premium themes included, unlimited space for files and media, email and live chat support, advanced design customization, no ads, and Google Analytics

39. Google Analytics

Google Analytics

Google Analytics delivers powerful, integrated measurement tools for businesses and enterprises. Financial advisors can turn insights into action and get stronger results across your site and social profiles with this marketing tool from Google.

Key Features:

  • Turn customer insights into real gains
  • Improve engagement
  • Learn how visitors find and use your site and how to get them to return
  • Get the full customer picture across ads, videos, social tools, websites, tablets, smartphones, and more

Cost: FREE

40. Formula Done

Formula Done

Formula Done is a marketing automation program for financial advisors. Designed to save you time and grow your firm quickly, Formula Done delivers high-performance marketing for financial advisors.

Key Features:

  • Cloud-based program consisting of a series of campaigns strategically designed to help financial planners simplify work flow
  • Continually increase revenues for scalable growth
  • Reduce lost clients and unsatisfied clients

Cost: Contact for a quote

41. Lead Liaison Marketing Automation

Lead Liaison Marketing Automation

Lead Liaison is a marketing automation and lead management tool for financial advisors. Generate more revenue and increase marketing effectiveness with Lead Liaison’s cloud-based revenue generation software.

Key Features:

  • Drive demand to your website
  • Turn prospects into real-time, actionable, measurable leads
  • Packaged with a complete marketing tool suite
  • Easily create and deploy marketing assets and setup key business processes
  • Build better relationships with prospects and clients while boosting productivity
  • Content creation, lead nurturing, video marketing, digital profiling, landing pages and web forms, email marketing, and more

Cost: Contact for a quote

42. Revue


Revue is a marketing tool that enables financial advisors to create an email digest newsletter quickly and easily. Revue is “like Tumblr, but for newsletters.” Financial advisors simply need to focus on curation and Revue does the rest.

Key Features:

  • Add interesting text, images, links, and more easily
  • Use the Add to Digest bookmarklet to add content from the pages you visit
  • Automatically generates a list of links from tools with one click
  • Easily add images from your computer or Instagram
  • Easily add a link to retrieve all of your social accounts


  • FREE – Up to 200 subscribers, Revue logo, default colors, 1 user
  • Pro: $5/month – Up to 1,500 subscribers, remove Revue logo, use your own colors, use a custom domain, 1 user
  • Team: $25/month – Up to 10,000 subscribers, all Pro plan features, plus unlimited team members

43. Curated


Curated helps financial advisors send email that people look forward to receiving. This marketing tool enables financial advisors to curate interesting content and build trust with clients as you establish your expertise.

Key Features:

  • Quickly capture interesting content in seconds with one click of the Save to Curated link
  • Email content directly to Curated
  • Add images to make your publication more engaging
  • Streamlined editing process
  • Powerful analytics

Cost: Starts at $25/month for 0 – 500 subscribers

44. Autopilot


Autopilot is a marketing automation tool for financial advisors looking to automate the customer journey. With Autopilot, you can “automate customer journeys as simply as drawing on a whiteboard.”

Key Features:

  • Engage at the right time with personalized email, in-app messages, SMS, and postcards
  • Generate more leads by staying in touch more often
  • Capture leads and create a unique client experience
  • Sync data to CRM or analytics

Cost: Starts at $20/month

45. SmartVision


eVestment is the global financial industry’s premier investment database and offers best-in-class technology solutions. eVestment’s SmartVision gives financial advisors the power to leverage insights with advanced tools to assess the market. Financial advisors then use the insights from SmartVision to create polished, accurate marketing materials. While not a traditional marketing tool, SmartVision puts financial advisors in a better position to market themselves and their services to prospective and existing clients.

Key Features:

  • Ensure you present clients with the strongest global options
  • Differentiate yourself from other advisement options, as you will be able to anticipate market-making moves and make more informed decisions on behalf of your clients
  • Professional reporting with a library of templates to customize reports with your logo and brand colors

Cost: FREE trial available for 7 days

  • SmartVision Core: $200/month – 39,000 institutional products, institutional-grade analysis tools, portfolio optimization, and more
  • SmartVision + Mutual Fund & ETF Data: $285/month – all SmartVision Core features, plus 30,000+ retail products from Morningstar
  • SmartVision + Hedge Fund Data: $335/month – all SmartVision Core features, plus 5,000 active hedge funds with details
  • SmartVision + Mutual Fund, ETF & Hedge Fund Data: $420/month – all SmartVision Core features, plus 30,000+ retail products from Morningstar and 5,000 active hedge funds with details

46. HearsaySocial


HearsaySocial is a complete predictive omnichannel suite for financial advisors. This marketing tool for financial advisors offers sales, marketing, and compliance solutions. You will be able to better engage today’s social, mobile customer with HearsaySocial.

Key Features:

  • Single dashboard for managing social, mobile, and web presence
  • Multi-channel client signals for advisors
  • Predictive content library
  • Built-in compliance, governance, and enterprise integration

Cost: Contact for a quote

47. Socialware


Now part of Proofpoint Nexgate, Socialware is an important tool for marketing for financial advisors. Due to the RINRA Rule 3110, financial advisors planning to communicate through social media sites must ensure that you can retain records of those communications. Socialware is an archiving software solution that helps financial advisors reach compliance goals.

Key Features:

  • Create a library of pre-approved, brand-compliant content to control the brand message that is shared in social media posts, email, and more
  • Get visibility into which content performs the best
  • Discover, inventory, and monitor the use of your brand across social media and the web

Cost: Contact for a quote

48. PageFreezer


To meet data authenticity and integrity standards for compliance and open records laws, financial advisors turn to PageFreezer. This specialized marketing tool allows you to automatically archive your web and social media content in one platform.

Key Features:

  • Protect yourself from an audit, lawsuit, or information request by protecting your web and social media records
  • Know who said what and when on all of your sites, blogs, and social accounts
  • Authenticated, legally admissible, easy to produce digital evidence
  • Fully automatic, pain-free archiving

Cost: Contact for a quote

49. Smarsh Archiving Platform

Smarsh Archiving Platform

Smarsh is the leading provider of archiving and compliance solutions for companies in regulated and litigious industries. Smarsh’s archiving solution for marketing, the Smarsh Archiving Platform, helps financial advisors archive all of your messaging content intelligently, in order to make compliance a snap.

Key Features:

  • Automated classification and policy enforcement
  • Efficient, intuitive reviews
  • Highlights keyword hits on each message
  • Flag content for review, tag it based on cases, events, or topics, or assign a Smarsh risk score for prioritization

Cost: Contact for a quote

50. Advisor Briefcase

Advisor Briefcase

Advent’s Advisor Briefcase helps financial advisors send the best content to clients. This marketing tool enables financial advisors to send professional, personalized emails to clients at the right time with one click.

Key Features:

  • Distribute relevant content to segmented client groups with one click
  • Mobile site for following up with clients, regardless of your location
  • Track communication efforts
  • Categorize clients based on interest, investment style, life stage, or any other characteristic, and then send out content that is specific to their financial needs and goals

Cost: $995 one-year contract paid quarterly

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