Featured Research

The 2013 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

www.freshfinance.us


Description

Providing Fresh Ideas for Your Financial Services Business is what Fresh Finance is All About!

Created by a financial advisor, we use current technology to provide you with a dynamic (works like a mini-website) client newsletter that is personally branded for your independent office, broker dealer firm, or fund company. Delivered through email, our newsletter allows clients to connect to on line publications, investment accounts, your company website and other financial services links. Clients can even email you through your newsletter! Our newsletter formats automatically to cell phones and other devices when opened.

Factual, informative articles and beautiful graphics keep your client's interest and position you as the expert in your industry. Our articles are written by individuals who have worked in financial services as advisors themselves. Subscription based with 12 monthly issues, our newsletter is printable in full color from your account at no additional cost. Keep your brand, name, and face in front of your clients each month!

Archiving, disclosures, and other industry requirements built in. We submit our articles directly to your Compliance Department. We know the process of approval and that the liability lies with your firm for client communications. Fresh Finance allows your firm to approve what is being sent to your clients each month before we send it out! We work directly with your Marketing Department to create brand recognition and information consistency. Custom banner design is available through our graphic design department. Contact our company for contract pricing for your firm for large quantity subscriptions.

See a sample here.


More Information


Contact for Additional Product Information

Teresa Leno

CEO

877-221-6432

teresa@freshfinance.us

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 Ayana Reid at (212) 210-0774 or areid@investmentnews.com.