Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Marketing/Social media

Dynamic Client Newsletter Solution

By Fresh Finance

PO Box 2601

Fargo, ND 58108



Keeping You Connected with Your Clients

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We know you're busy! That's why we want to help you connect with your clients and continue to grow your relationship. Since 2009 we've been helping financial services professionals position themselves as experts in their field. Providing fresh ideas for marketing your business and communicating with your clients is what Fresh Finance is all about.

We believe that educating clients while connecting with them each month helps to solidify your client-advisor relationship and eliminates client's fear based decision making. We offer two solutions:

Full Service: We provide FRESH, NEW content each month (compliance approved at your firm) and:

  • A Custom Banner- using your logo, company colors, & photo
  • 12 Issues of Dynamic (web based) Newsletter (4 articles/month)
  • 12 Monthly Issues of PDF newsletter (11x17 mailer)
  • Article and photo Posting to LinkedIn & Facebook
  • Ability to post articles and newsletters to your website or blog

Software Solution:

We license our cloud software to your company to create newsletters (dynamic and PDF) and social media content internally. Our easy to use software allows your marketing department system administrator to assign graphic, content creation, and management/publishing rights to your marketing team. Whether you have an agent count of 50 or 5,000, inputting articles, photos, and secondary information once while publishing multiple branded versions simultaneously makes our software the marketing solution you can't do without!

Contact Fresh Finance for a single subscription, samples, or to discuss licensing opportunities for your company's marketing department.


Video Demonstration

More Information

Contact for Additional Product Information

Teresa Leno




To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.