7 Best Financial Advisor Marketing Tools (Ranked and Reviewed)

Discover the 7 best financial advisor marketing tools. If you’re a financial advisor looking to increase the ROI of your marketing efforts, this blog post is for you.

Financial Advisor Marketing

Many different financial advisor marketing tools are available on the market these days. With so many options, it can be challenging to determine which tool is right for your business.

Although you’re excellent at giving financial advice, marketing and sales may not be your forte. The good news is that this post will review the top tools to help with client management and acquisition – so you can focus on doing what you love: helping people sort out their finances.

Imagine never having to worry about running out of contracts again. With these marketing and sales tools, you’ll be able to attract more clients than ever. Plus, you’ll be able to give your current clients the best service possible, so they never want to leave.

If you’re a financial advisor looking to increase the ROI of your marketing efforts, this blog post is for you. We’ll review the seven best tools available and explain some tips for thriving online. Plus, we have a bonus tool that’s an industry leader in CRM (Customer Relationship Management). Let’s get started!

Here are the best marketing tools for financial advisors on the market today.

1. Black Diamond: Best Overall for Financial Advisor Marketing.

Black Diamond: Best Overall for Financial Advisor Marketing.


The Black Diamond portfolio management system is designed for financial advisors who want to create custom reports and balance their clients’ investments.

The tool can aggregate information, customize your dashboards with ease of use, and rebalance portfolios automatically based on risk levels or account reconciliation needs that pop up throughout the year- not just at tax time.

The custom report function in Black Diamond is simple and efficient, which comes in handy when trying to communicate complex financial concepts with clients. You can also use the client portal feature to stay connected with your clients by easily sharing updates and reports. We’re also big fans of the software’s compatibility with other tools like QuickBooks and Microsoft Excel.

Top Features

  • Portfolio Management, Accounting & Reporting

  • Trading, Rebalancing & Compliance

  • Fund Order Management

  • Data Management

  • Client Portal

  • Outsourcing


  • Price varies, so you need to request a demo for a tailored quote.

2. Redtail Technology: Best for financial planning and organizing work.

2. Redtail Technology: Best for financial planning and organizing work.


I’m sure you have heard the name Redtail Technology before. They are a company that specializes in providing marketing tools for financial advisors and planners, but do they also offer CRM tech? The answer is yes.

So if your business needs an innovative way to reach out or keep up with its clients, this might be what everyone has been waiting for because these guys know how important it can become to acquire and retain satisfied customers.

Top Features

  • Customer Relationship Management (CRM)

  • Email marketing solutions and management

  • Electronic imaging

  • Digital marketing communication solutions

  • Integration, support, training, and compliance


  • Each product has its monthly plan. They are affordable compared to their competitors, with plenty of features and services. Their top product, CMR, is 99$/month

3. Advisor-Engine: Best for data management.

Advisor-Engine: Best for data management.


Financial advisors are often frustrated and confused by the overwhelming amount of information they receive. AdvisorEngine strives to change that with their intuitive technology, which helps them make sense of all those numbers, so you don’t have to feel lost in a sea of charts and graphs.

In addition, they pride themselves on having an experienced team with technologist skills and advisor knowledge. As a result, they make it easy to come into work every morning ready for anything new the industry might throw at you.

Top Features

  • CRM

  • Performance Reporting

  • Fee Billing

  • Rebalancing

  • Digital Onboarding


  • Starts at 65$/month

4. Fugent: Best for organizing and optimizing meetings.

Fugent: Best for organizing and optimizing meetings.


If you are an advisor, Fugent offers a remote presentation app to help make notes for meetings outside the office. The specialty is that advisors can easily use their fingers and write or elaborate on different talk points during these presentations.

Top Features

  • Scheduling assistant

  • Branded web presence

  • Engagement management

  • Distributed marketing

  • Safeguards and Compliance


  • Starts at 15$/month

5. Booked: Best for organizing calendars and schedules.

Booked: Best for organizing calendars and schedules.


Booked software helps groups and organizations of all sizes manage and secure resources. It has multiple intuitive schedule views, powerful searching tools, and beautiful calendar views that allow users to find available times for their needed resources.

It can accommodate any schedule, and administrators can configure it in various ways to meet the needs of their team. The software keeps everyone updated on availability, so there is no confusion or conflict over meeting room reservations. In addition, users can set up reminders, so they don’t forget when their reservation is starting or ending.

Top Features

  • Easy to use, easy to manage

  • Tons of options and customizations

  • Pluggable framework

  • Flexible reporting system

  • Fine-tuned roles and permissions

  • Powerful open API


  • Hosting: 12$/month

  • License: 500$ one time

6. Wealth Box: Best for project management.

Wealth Box: Best for project management.


Wealthbox’s CRM is designed to meet the needs of advisors at every stage in their careers. The company offers quick and easy installation and an intuitive interface that allows users expert contact management with hassle-free operation, allowing them more time for valuable tasks such as managing projects or working on different pipelines.

And thanks to Wealthboxes’ activity stream feature, you can collaborate during each step while moving through workflows smoothly without any confusion about who should take what next.

The high-quality features this software offers will help build stronger relationships between financial advisors and their clients, which means better performance for your business.

Top Features

  • Workspace Account Switcher

  • Customizable Groups

  • Contact & Household Management

  • Contact Segmentation Tags

  • Contact Roles


  • Basic: 45$/month

  • Pro: 59$/month

  • Premier: 79$/month

  • Enterprise: Request a quote

  • 30 days free trial

7. Ringy: Best for communications.

Ringy: Best for communications.


Ringy is the ultimate sales and marketing platform. It gives agents all their contact info in one place, allows them to automate routine tasks easily from a user-friendly interface, and is affordable.

Ringies’ AI can even improve your lead generation efforts by generating more high-quality prospects on its own, thanks to machine learning technology built right into this cutting-edge software solution that makes sense for everyone involved:

  • Customers get personalized offers sent directly through text message or email;

  • Reps can track conversations like never before and make better decisions based on analytics data because every detail matters when you’re trying to convince someone else they should buy something.

Top Features

  • Calling

  • EmailingEmailing

  • SMS

  • Drip Campaigns

  • Automate Tasks

  • Cloud VOIP Softphone

  • Local ID

  • Organize Contacts


  • $99/month

Bonus! Salesforce: Best for sales and marketing management.

Bonus! Salesforce: Best for sales and marketing management.


Since 1999, Salesforce has been expanding its global dominance in the CRM space. With this expansion comes recognition as one of the top software providers across many industries, and their Financial Services Cloud is no exception.

The advisor-specific product offers an impressive list of features not found anywhere else, such as customizable dashboards for each client alongside alerts when certain factors are met (for example, portfolio value reaching xx%).

For those looking for more flexibility than traditional boxes offer, look no further because here, you can build anything from big screens all way down to tiny toys; it’s your choice how much data you want to display.

Top Features

  • Lead and contact management

  • Sales opportunity management

  • Customizable reports and dashboards


  • It has different products and services which start at 25$/month

Best tips and strategies for financial advisor marketing.

Best tips and strategies for financial advisor marketing.

Branding yourself to the right audience.

If you’re in the financial industry, then there is no doubt that branding plays an important role. Branding informs clients and candidates about what they can anticipate from your products or services.

When choosing a financial advisor, brands consider all their options and find the best fit for their needs. This may include finding an advisor who can offer personalized advice for their unique situation or a brokerage firm that provides stock trading and other services.

Your marketing strategy needs to establish why someone should choose YOU over ANY other comparable RIAs today.

The more you know about your prospective clients, the better. And knowing who they are and what makes them tick helps you tailor your products and services for financial planning and individual needs like taxes or estate planning.

This help ensures that you’re meeting all of their goals as efficiently as possible while still being trustworthy brokers with integrity. It’s important when talking shop on social media, too – especially if someone has already made up his mind before meeting face-to-face.

Create trust with experience.

Building trust is an essential aspect when choosing a financial planner. You can do this by highlighting your career and range of experience, the number of customers you’ve helped already, and what educational backgrounds are present on your team.

Furthermore, if working with a self-dependent firm proves there has been no history nor any problems associated, then it’s sure to make people more inclined to choose them over larger companies who might not offer these benefits.

Gain credibility with authentic credentials.

Clients love knowing that their financial advisor is always there for them. This makes it much easier to reach out in times of need, and clients can feel more at ease with a firm they know provides consistent service because what happens now will be the same as before when things were going smoothly between us all those years ago.

The importance behind branding cannot be overstated: without consistency across various social channels (online AND print), your visitors may forget who you are or why strictly did they come here.

But by using current images/content based on whichever platform(s) exist within each marketing strategy—such as LinkedIn posts showing off new credentials alongside postcards sent weekly via email, you’re ensuring no visitor suffers from brand amnesia.

The best advisors focus on client results.

Financial advisors have the opportunity to market themselves by focusing exclusively on one kind of client. For example, if you are a wealth management company specializing in high-net-worth individuals, it would make sense for your marketing efforts and strategy to be tailored explicitly toward this target audience.

When financial advisors attempt to please everyone instead of a select group, it often backfires, and potential customers who could have been supportive for years are lost, resulting in decreased revenue. Great financial planning starts when you create a strategy for your client that has a firm focus on your client’s business results.

Tools for financial advisors.

Apps for wealth management are becoming more popular among younger generations. This is because customers prefer feeling in control of their assets and cash flow, which is why these modern platforms appeal to the younger generations so much.

Social media marketing strategy and awareness.

The best way to market your financial advisor business on social media is by having a consistent and customized message tailored just for them. You can use all of these channels, like Facebook or Twitter – they’re practical and easy to follow with helpful tools.

That said, I recommend using one specific platform: Instagram, because it has such an engaging interface allowing users’ images right into the conversation rather than leaving people feeling ignored when their profile isn’t public yet;

Plus, there are tons of ways you could design custom ads around specific keywords, ensuring anyone seeing those posts gets what they want.

When creating social media content, remember that visual graphics are more appealing than plain text. Platforms like Canva offer free and easy-to-use tools to help you create beautiful visuals.

Social media marketing legal compliance.

Social media marketing is a great way to engage with clients, but it can also be tricky for financial advisors due to legal constraints.

Government organizations regulate social media posts and interactions to protect user security and privacy. If users like, share, or comment on publicly available content without any reasonable belief about suitability based on an individual’s profile, it could be considered investment advice.

So while engaging in conversations may seem harmless enough – remember that just one like could be considered Investment advice – so play it safe.

Marketing tools for financial advisors.

Marketing is crucial to any advisor’s success, and email marketing can help you stay in touch with your current or potential clients. The regular newsletters sent out on behalf create constant approaches for this automated effort while allowing reps to sell suitable products at their leisure – if they so choose.

If these tools sound intimidating, don’t worry because services are available that will ease the burden by automatically sending emails according to specific rules set forth beforehand (think open rates/clickthroughs). In addition, this information from such metrics allows advisors to follow up more efficiently, leading to higher AUM over time.

Newsletters are crucial.

The financial advisor industry is constantly changing, and staying on top of trends is essential. You can share updates with your readers about what’s happening in this ever-changing world by sending them electronic newsletters from your company.

Other sources, such as Bloomberg TV or The Wall Street Journal blogs section, but make sure they contain relevant content that will help those who invest their money accordingly.

There are many various classes of investors – millennials vs. pre-retirees so consider which one needs more information before delivering mailings targeted just towards one group over another, if applicable, based on the age range.

Use blogging and podcasting efficiently.

It’s never been easier to promote your financial advice business. With a podcast, you may entice possible clients and keep them interested in their finances by delivering helpful information and witty-mindedly amusing when appropriate.

This not only gives individuals another approach to interact with someone they believe could assist them financially, but it also makes it appear like YOU are speaking directly at them while cleaning the dishes or driving around town – handy.

Podcasting is a great way to share your knowledge and expertise with others. You can send webcasts or podcasts to potential clients by simply emailing them an invite, which builds trust between you and the client.

You could also promote these through social media for even more exposure. This content will then be compiled into blogs that create original yet shareable blog posts all at once, which makes creating multiple mediums of high-quality marketing material easy as pie (and we know everyone loves an easter egg).

Blogging is instrumental for long-term success.

Financial advisors should not just consider their blog an informative tool – it’s also a powerful marketing weapon. To stand out from the competition, you need something that will make your clients want more than anything else: knowledge about what makes them unique and how they can help others achieve success.

Your article writing efforts should be strategic and consistent. Of course, you can’t expect instant results, but you’ll get more Natural traffic over time if you follow through with what’s essential for your target market. The result over time will be getting to the top of Google Search Engine Result Pages (SERP) which equates to free traffic and potential clients.

Next Steps.

In short, using one or more of these tools will allow you to better connect with customers and prospects. Stay tuned to our blog for future articles discussing Advisor Marketing tactics and tools and how you can increase your profits by implementing these practices!

Check out our post on: How to Find #1 Target Market for Financial Advisor Marketing.

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