Advisor Promoter

Advisor Promoter

Moberate Technologies
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About

Advisor Promoter is a marketing automation technology that helps advisers connect with customers and prospects, engage in meaningful ways, and ultimately, help their business succeed. Built with a talented team of marketers and technologists with experience in developing enterprise-level market automation solutions for international markets, advisor promoter sets a new standard in simplicity and usability without compromising on power. We have focused on developing a comprehensive system that leverages the latest technology to help advisors reduce compliance risk through automating repetitive tasks such as the review process, nurturing existing relationships through a range of very powerful pre-designed campaigns and generating new leads via referral campaigns combined with engaging content that can be easily shared and tracked across social channels. The power of marketing automation made simple.

About

Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Brands, marketers and companies seeking a marketing automation solution to improve their processes

Audience

Independent financial advisors and small-to-mid RIAs seeking a solution to engage clients

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$100 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Moberate Technologies
Founded: 2016
New Zealand
www.advisorpromoter.com

Company Information

Seeds
Founded: 2019
United States
useseeds.com

Alternatives

Alternatives

BITA Risk

BITA Risk

corfinancial

Categories

Categories

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Integrations

No info available.

Integrations

No info available.
Claim Advisor Promoter and update features and information
Claim Advisor Promoter and update features and information
Claim Seeds and update features and information
Claim Seeds and update features and information