Chicago, IL, October 4, 2022 – Choreo, LLC (“Choreo” or “the firm”), a national, independent RIA firm, announced today it has partnered with San Diego-based FMG to launch Canvas, a multi-channel digital marketing and communications platform. Canvas will enable the firm’s nationwide network of financial advisors to plan and execute highly personalized and authentic marketing campaigns, allowing them to streamline their business development activities and deepen engagement with existing clients.
Users will be able to access an expansive library of pre-approved communications materials for seamless, scalable and targeted marketing campaigns. Canvas is now live across the Choreo enterprise.
“Choreo places a premium on being digitally integrated and team-based, so it’s imperative that we offer our advisors a marketing and communications solution that reflects that forward-looking approach,” said Choreo’s Chief Marketing Officer, Marissa Fox-Foley. “Canvas is part of our firm’s ongoing commitment to continually enhance our tech stack and provide operational support that allows our advisors to focus on what’s important, serving their clients, building relationships, and growing their businesses.”
Highlights of Choreo’s Canvas platform include:
- A centralized portal for all marketing activities allowing advisors to manage their personalized marketing efforts in one place, including e-newsletters, client events and outreach.
- The ability for advisors to implement automated marketing plans that combine original or pre-approved content from an extensive library of materials.
- Social media automation that makes it easy for advisors to generate genuine, sharable posts that reflect their brand and their commitment to clients and their communities.
- Multi-medium campaigns that ensure all client communications are integrated and targeted to the appropriate audiences, with analytics allowing advisors to easily track the open and click-through rates of their campaigns.
- An integrated compliance review component to expedite Choreo’s review process.
Susan Theder, FMG Suite’s Chief Marketing and Experience Officer, said, “Choreo recognizes that creating sustainable value not only requires building deep, personal relationships with clients but that it takes time and effort to nurture these types of connections. We are excited to team with Choreo to create Canvas to help advisors with this critical element of their businesses.”
Focused on growth
The launch of Canvas comes as Choreo continues to launch its new brand. The firm, which formerly operated as RSM US Wealth Management LLC, was created when Parthenon Capital, a recognized middle-market private equity firm, and Choreo management and advisors, purchased the division from RSM US LLP, a leading provider of audit, tax and consulting services.
Choreo’s ambitious strategic growth plan is to expand its national footprint while providing a wide array of planning services at the intersection of wealth management and business consulting.
Choreo delivers financial planning advice which can impact taxes. Many of its clients are first-generation owners of highly successful, closely held businesses who have multi-faceted financial needs as high-net worth (HNW) and ultra-high net worth (UNHW) individuals.
About Choreo, LLC
Choreo is an independent firm focused on redefining the RIA’s place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 28 locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 3,600 families with approximately $11.8 billion of assets under management or advisement (as of April 30, 2022). For more information, visit choreoadvisors.com.
FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses. Rated first in market share and customer satisfaction three years in a row by T3 Software Survey Report, FMG Suite helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices across the United States.
Choreo, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives. This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute audit, tax, consulting, business, financial, investment, insurance, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Choreo, LLC its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person. This communication is being sent to who have subscribed to receive it or who we believe would have an interest in the topics discussed. The sole purpose of this document is to inform, and it is not intended to be an offer or solicitation to purchase or sell any security, or investment or service. Investments mentioned in this document may not be suitable for investors. Before making any investment, each investor should carefully consider the risks associated with the investment and make a determination based on the investor’s own particular circumstances, that the investment is consistent with the investor’s investment objectives.
© 2022 Choreo, LLC. All Rights Reserved.