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Solutions Home Office Advisors Insights About Contact Menu Home Solutions Home Office Advisors Insights About Contact Subscribe legacy login login A New Era in Marketing Communications! One Software For Compliance, Marketing, And Advisors. The only Martech solution designed for the wealth, banking, and insurance industries that puts compliance, marketing, and advisors in the same content distribution system. about our solution Position Your Advisors as Trusted Financial Experts Education To Help Improve Financial Outcomes. Our enterprise content marketing software is designed to provide regular and timely communication to clients from their advisors and help attract new business. Use our software tools to provide your advisors with a consistent stream of articles that inspire financial confidence, help build lasting relationships, and validate their expertise. Intuitive content management dashboard Say Goodbye To Repetitive Writing, Countless Advisor Submissions, And Lengthy Approvals. From financial education articles to market commentaries and sector-specific insights, our content marketing software is all your compliance & marketing teams, and advisors need: A Digital Newsletter Tool- Each advisor’s branding, disclosures & contact information automate. Social Media Tool Articles- Sync third-party pre-approved articles to each advisors portal to post using our APIs. Content Library Tool- We provide our database of 500+ articles to use as is or edit. Write your own or add other vendors’ content your advisors can access for their websites, social media, and more. Print newsletter Tool- Advisors can print themselves and mail to select clients or use at events. Our software solves for content across mediums Help Your Advisors Engage Clients & Prospects Using Our Cutting-Edge Solution. Fresh Finance’s centralized hub of articles and tools enable advisors to distribute content that aligns with their clients’ goals while adhering to your firm’s policies and best practices. Our intuitive web portal provides compliance and marketing teams with an easy way to curate, approve, and distribute content to their advisors to use on their websites, social media profiles, and more. Streamline your content management process, save time and money, and ensure that all content is high-quality and compliant. Arm your advisors with Fresh Finance Software Meet Our Integration Partners UpContent is a content discovery and curation tool that helps users find and share relevant content across different channels. READ MORE Wealth Management GPT is a leading solution provider to the wealth management space, committed to transforming the space through the power of artificial intelligence. READ MORE ReachStack Sales Intelligence automatically collects, analyzes and uses that information to create actionable Sales information for Advisors. READ MORE Reduce content approval ’mishaps’ Unique Entitlement Driven Access Our software’s compliance and marketing review feature ensure that all content is approved before publishing to your advisors’ portals: Vetted third-party content automates after approval Content library articles and images populate once approved Content managed ‘in-house’ versus website vendors Controls on which articles can be used by advisors Closed system- advisors can’t edit content Don’t Take Our Word For It Hear What Our Clients Are Saying. My clients always comment that the newsletter articles are interesting and timely. Sending the newsletter is definitely helping to educate them, which I appreciate. J.W. Financial Advisor, New York I am DELIGHTED with my Fresh Finance subscription. I really love how this looks and it makes my life as an advisor so darn easy. Registered Representative and IAR, Maryland Fresh Finance has been our trusted partner for quality financial industry content for the past few years. The relevant and timely articles they produce for us are a vital part of our advisor marketing offering and we couldn’t be happier with the end product. Marketing Professional in the Insurance Industry, Arizona I recently had the pleasure of partnering with Teresa and her incredible team at Fresh Finance for a project with one of our mutual clients. Teresa and her team operate with utmost integrity, professionalism, and a deep understanding of the financial sector. They went above and beyond to ensure that the content produced was not only informative and accurate but also engaging and tailored to our client’s unique needs. Joel Almanzar, Digital Host Florida Insight And News A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’ Read More » Tips for ‘Vetting’ an Advisor Communications Solution Read More » Fresh Finance and Wealth Management GPT integrates to Deliver Next-Generation Content Creation Solution Read More » 333 North Washington Ave. Suite 300 Minneapolis, MN 55401 Contact Us Get Started Today subscribe now our solution © Copyright 2024 Fresh Finance View Privacy Policy and Diversity Statement Welcome to Fresh Finance. To provide you with the best services and browser experience possible, we use cookie” technology. This technology retrieves browser information about your device and your preferences that makes the site work as you expect it to. We never sell your information. By clicking Accept”, you consent to the use of all the cookies. 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