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Compliance and Marketing Platform
to help you easily manage all of
your Advisor digital marketing

Compliance and Marketing Platform
to help you more easily manage all of
your Advisor digital marketing

Compliance and Marketing Platform
to help you more easily manage all of
your Advisor digital marketing

Compliance and Marketing Platform
to help you more easily manage all of
your Advisor digital marketing

Websites:
Generate leads and engage
audiences with SEO
optimized websites

Content Marketing Hub:
Create and approve content once & distribute to many via the Content Hub

Collaboration:
Streamline workflow with
collaboration and compliance tools

Email Marketing:
Send compliant e-newsletters
through your Advisors to your clients

Social Media:
Integrate with social media to easily
post compliant messages

Analytics:
Track and measure success

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Are your Investment Advisors Set Up for Success?

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What Our Customers Are Saying

“Digital Agent has helped our advisors engage their customers much more easily than in the past, and has helped our compliance department manage its workload extremely well.”

Mark McDonald, Digital Marketing Consultant, Manulife Securities

”The streamlined ability to offer fresh approved content and a proactive compliance process is exactly what we needed to bring our website back to life.  Designed to match our unique style just as we envisioned, with outstanding service along the way.”

Stephanie Farrow, Farrow Financial Investment & Estate Solutions

Digital Marketing Blog

Advisors-ramp-up-lead-generation-with-ebook
Advisors: How to Engage With Early Stage Prospects