Running Your Business
Everyone in your office can customize their own view
Your business goes wherever you do
More resources, just clicks away
Marketing your business
Our Four-Corner Marketing engine makes creating brand-building marketing programs as simple as search, click, and send. Enjoy easy access to more than 1,000 client-approved ads, brochures, articles of interest, press releases, social media status updates, and more.
Build your own program or select from one of dozens of bundles of materials.
Filter your search by audience or topic, see at a glance what new resources have been added, and see what other advisors have “liked” or downloaded.
We also make it easy to take advantage of social media to reach clients and prospects. We can help you outline a strategy, ensure that your website is optimized for social media, and guide you on best practices for using Facebook, LinkedIn, and Twitter using your own content or our preapproved posts.
Our compliance tool ensures that your interactive content is captured and tracked automatically, so you can post real-time, non-product, or investment-specific content without waiting for approval. More
Custom Website Program
Our EasySite program makes it easy to create a compelling online presence for your firm with templated designs that can be customized and updated to your specific objectives. Use our preapproved content, your own, or a combination of both to tailor your site and provide a robust experience for clients and prospects. More
Free hosted e-mail provides you with secure electronic communications and automatically encrypts e-mails with sensitive data you send to clients—whether you use Outlook, an iPad, or other device. More
Online Peer Forum
The Forum is an exclusive online community that lets you tap in to the knowledge and experience of hundreds of other advisors, as well as the expertise of home office staff. It’s your connection to instant collaboration with peers to help you create and manage sophisticated plans for complex portfolios. More