Advisor Promoter

Advisor Promoter

Moberate Technologies
Wellspent

Wellspent

ClearGraph
+
+

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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

Wellspent is a subscription platform and public discovery directory for fee-only financial advisors. Advisors create and update structured profiles covering fee model, credentials, practice geography, specialties, and client types. Profiles appear in public directory pages, helping prospective clients find suitable advisors and request introductions directly, without per-lead fees. AI tools referenced Wellspent advisor records 77,388 times in the 28 days ending November 4, 2026. Developers can access the same data through Wellspent’s Discovery API and MCP server for personal-finance applications and AI-assisted discovery. Members can edit profiles; Membership subscribers also receive monthly AI visibility reports and participate in quarterly press cycles. The service is designed for solo advisors and advisors at boutique registered investment adviser firms in the United States and Canada. Membership is per advisor, with monthly and annual billing options.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Fee-only financial advisors and RIA firms in the US and Canada

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$100 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Version Supported
Free Trial Not Supported

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

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 Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

ClearGraph
Founded: 2023
United States
wellspent.co

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Categories

Categories

Directory Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Not Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Not Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Integrations

Model Context Protocol (MCP) Not Supported

Integrations

Model Context Protocol (MCP) Supported
Claim Advisor Promoter and update features and information
Claim Advisor Promoter and update features and information
Claim Wellspent and update features and information
Claim Wellspent and update features and information