Complete guide to digital marketing tools from Michael Kitces AdvisorTech Map including email marketing, website design, social media, and lead generation platforms.
Financial advisors need to understand how to navigate the Kitces AdvisorTech Map for marketing tools, which categories to prioritize, and how different tools complement each other in a comprehensive marketing strategy.
Tool | Categories | Landing Pages | Automation | Compliance | Pricing | |
---|---|---|---|---|---|---|
AdvisorX AI AI-powered business owner prospecting with 50% visitor identification rate | AI ProspectingVisitor IntelligenceLead Generation | ✓ | — | ✓ | ✓ | $999-4,499/month |
FMG Suite Comprehensive marketing suite with built-in compliance tools | Marketing SuiteEmailWebsiteCompliance | ✓ | ✓ | ✓ | ✓ | Tiered; contact for pricing |
Snappy Kraken Email marketing and campaign automation for financial advisors | Email MarketingCampaignsAutomation | ✓ | ✓ | ✓ | ✓ | Starting at $99/month |
Twenty Over Ten Website design and SEO optimization for financial advisors | Website DesignSEOContent Marketing | — | ✓ | — | ✓ | Custom pricing |
Hootsuite Social media management and scheduling platform | Social MediaContent SchedulingAnalytics | — | — | ✓ | — | $99-739/month |
✓ = Available, — = Not available or not applicable
Pricing and features may change. Visit each tool's website for current information.
AI-powered business owner prospecting with 50% visitor identification rate
Pricing: $999-4,499/month
Comprehensive marketing suite with built-in compliance tools
Pricing: Tiered; contact for pricing
Email marketing and campaign automation for financial advisors
Pricing: Starting at $99/month
Website design and SEO optimization for financial advisors
Pricing: Custom pricing
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