With solutions like Feed Sync, advisors can publish content in one place, ensuring consistent communication while saving time and effort.
Your social media advisory feed direct to clients when they need it.
Feed Sync
Timely Insights for Smarter Investments.
Your advisory posts are most effective when they provide actionable insights at the precise moment your client is making an investment decision. By integrating timely, relevant information directly into their mobile trading application at the ‘point of investment,’ you enhance the decision-making process, reinforcing trust and value.
The Power of Social Media for Investment Advisors
Streamline Your Process.
01
Strengthen Client Relationships
Post-investment engagement is key. A strong social presence keeps clients informed, reassured, and connected to their advisor.
02
Real-Time Market Update.
Allows advisors to quickly share insights, market trends, and investment strategies to keep clients informed.
03
Feedback
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“The professionalism and expertise demonstrated by the team were unparalleled, and we couldn’t be more pleased with the results. We’ve been able to achieve new levels of innovation and success in our industry.”
