FundKeeper allows advisors to deliver the convenience of a brokerage account to their clients, with fewer of the related fees and expenses that come with such an account. By automating the direct purchase of mutual funds, the platform allows money to be invested faster.
The first users of FundKeeper are sister San Diego-based broker-dealers CUSO Financial Services and Sorrento Pacific Financial.
The platform is being implemented within the firms’ affiliated banks and credit unions.
eMoney Announces Turnkey Marketing Solution
eMoney Advisor announced Advisor Branded Marketing, a turnkey marketing solution for advisory firms.
Through Advisor Branded Marketing, users of eMoney’s software have access to targeted multimedia content campaigns, a content library featuring more than 2,000 separate items, social media sharing functionality and real-time analytics to track client engagement.
The solution allows advisors to position themselves as thought leaders with professionally designed marketing materials and leverage client data to launch targeted content. The tools will also help advisors establish a social media presence and connect with clients and prospects online.
Redtail Adds Compliant Text Messaging Tools