Deliver HTML email campaigns with embedded content and resources that get permanently saved to a personal library for every professional you support.
Use the best, realtime data from regulators combined with proprietary data sets to precisely target your audience every time - all without the guesswork.
Deliver messages and resources to segmented audiences without delivering emails every time, broadening options for supporting professionals without hitting their inbox.
Every message with new resources attached is saved in your customers' library, making it easy for them to get the resources they need to learn, sell, and market.
No more "best effort" based audience building.
FINRA, SEC, and NAIC profile verification, registration, and API capabilities to power your onboarding and back-end data. We speak fluid CRD, NPN, and ADV.