Communication is everything.

In a recent survey, 72% of clients said that they left their previous advisor because the advisor failed to communicate. We can help you build, manage, and send messages that will keep your client relationships in good shape.

Pre-Written Emails

Hate writing emails? We’ve got you covered. Send a professionally written, pre-approved email from our handy library in seconds. It’s like having a crackerjack assistant with super-fast fingers and an English degree.

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Custom Email Builder

No need to pay for a separate service to send professional-looking emails. With our custom email builder, you can use sectional editing to create beautifully branded newsletter-style layouts, dropping in images or content pieces with a few clicks.

Tracking & Reporting

Find out who’s viewing your emails, right when they’re opened. Our analytics dashboard provides specific metrics to show how your campaigns are performing, including bounces, opens, and click-throughs.

CRM Integration

Who has time for grooming their contacts? Our system is designed to work with your current CRM. Whether you use Redtail or a spreadsheet, we make it easy to import your contacts and segment them into groups for targeted communications.

Stay in touch, zero fuss.

When you turn on automated email campaigns, you free up your time, nurture client relationships, and generate new leads 24/7. Deliver a stream of content designed to educate and engage to the right people, at the right time.


All the email tools you need, in one place.

  • Email Builder & Scheduler
  • Contact & List Management
  • CRM Integration
  • Responsive Templates
  • Premium Email Library
  • Tracking & Reporting

Want more?

Let us show you how to nurture clients, attract leads, and start building a scalable, relationship-based business.