The Evolutionize Partnerships enable you to access all of the tools, technologies and best practices to do one thing and do it well… advisor marketing.
Rackspace provides a world class hosting environment in the cloud. The cloud environment is a powerful hosting platform that allows us to bring your new site up quickly for the world to see. The cloud is always available to configure your new site quickly, efficiently, securely and compliant way.
Through our partnership with Smarsh, we provide you with the integrated email services that allow your organization to comply with the email policies of regulatory agencies like the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Specifically, our partnership allows you to organize, index, retrieve, store and protect your email. You will be prepared to meet the challenges of the evolving regulatory environment.
Our Actiance partnership provides you with the ability to enforce the required policies to comply with industry regulations related to security, management, and compliance for Social Networks. The solution provides granular control of LinkedIn and Twitter accounts. You will have the ability to control access to more than 150 features across social networks and can moderate, manage and archive any social media traffic routed through the system.
Forefield is a leader in their field delivering current and concise educational and marketing materials. The integration of Forefield’s content with the Evolutionize platform will provide Evolutionize clients with access to more than 3,000 pieces of financial planning content including articles and client presentations, monthly and weekly newsletters, time sensitive flash videos, seminars, and interactive calculators designed to help investors make informed decisions about their financial futures. Resources are continuously updated and delivered on the Evolutionize platform to reflect current legislation and industry trends and are written to satisfy applicable FINRA compliance requirements.
Hubspot is a marketing platform for small and medium-sized businesses. The partnership between Evolutionize and Hubspot helps our customers generate traffic and leads through their websites, and convert more of those leads into customers. Together, we can provide tools for blogging, landing pages, lead nurturing, marketing analytics, content management, social media, SEO, CRM integration, email marketing, and more.
Our partnership with Socialware combines the tools and professional services that enables you to participate in the Social Media conversion. Social Media conversations provide a means of developing new and maintaining existing business relationships. However, you must do it within the regulatory guidelines. We have the ability to enable you to participate in the conversation through policy definition, message archiving, intelligent monitoring as well as automated issue resolution related to your Social Media activities.
Wealth Portal is an affordable, secure, web-based account aggregation portal that offers a real-time snapshot of all of your clients' assets. Get a complete financial picture in one easy-to-navigate dashboard that is customized with your company name and logo.Click here to learn more.