Your custom campaign uploaded monthly to your clients' portals

A monthly distribution of your custom newsletter to your clients' and prospects' emails

Your custom content uploaded monthly onto your website or blog forum

Your custom content posted across your preferred social media platforms

During enrollment you will select the topics and managers of interest to your clients. You will then choose the articles you would like included in your campaign from our pre-curated content library under 'My Insights.' Don’t want to be involved in article selection? No problem! This service is as hands on or hands off as you desire, just select your topics of interest and we’ll do the rest.

A draft of your campaign - newsletter, blog, or social media posting is delivered to you to await your review, revisions, and approval. Once approved, Axxcess takes it from here. Your campaign will be channeled directly to your clients’ email and portal, or across your blog and social media platforms, with no effort required by you.

Every advisor knows that sometimes strategies need to be adjusted in order to deliver the strongest returns possible. Staying engaged through the right channels, with the right frequency is learned through experience and feedback. That's why Axxcess provides comprehensive analytics reporting for each of our marketing channels, to track what works, and what doesn't.