Software and tools to help RIAs achieve sustainable organic growth through marketing automation and client acquisition strategies.
RIAs need specialized tools and strategies to achieve sustainable organic growth without relying on expensive advertising or referral programs. This guide focuses on software that builds long-term client acquisition systems.
| 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 |
Wealthbox CRM with integrated marketing automation features | CRMMarketing IntegrationClient Management | ✓ | — | ✓ | ✓ | $35-100/month per user |
✓ = 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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