92% of Advisors want to share more personalized news & information with Clients.

68% of Advisors don't adopt Do-it-Yourself tools.

 

Together we can provide a simple, efficient & affordable

Do-it-for-Them Client News Service.

We help you provide Advisors with OPTION to EASILY send personalized, compliant news & information to each client every month, week or even day, through email & social channels.

Communicating 4x a year doesn't work anymore.

Today's clients of all ages are connected. They get financial advice sent to them everyday from all sorts of people and potential competitors.

Advisors know visibility drives Value, Satisfaction and Referrals. 

Sharing personalized information with Clients every day demonstrates Advisors are on top of what's happening and always thinking of about their client's. Providing timely, sharable content increase likeliness of referral as Client discuss and share information on hot topics with their Friends & Family.

Client communication is hard for Advisors.

So let's make it easy.

Our Wealth Customers get Results. 

Firm's who's Advisors use ReachStack achieve more efficient growth through higher client visibility, satisfaction, referrals and understanding of their next best revenue opportunities.
 

  • 70% Adoption of Do-it-for-Me Service (vs 15% for Do-it-Yourself)

  • 25x increase in Advisor visibility (from 4 to 100 interaction /yr)

  • 44% increase in Client Satisfaction and Likeliness to get Referrals 

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Centralized Do-it-for-Me Client News Service does all the work.
Advisors get results in 3 simple steps.

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Service is powered by our Content Partners* 

 

We provide a robust mix of content from original sources:

  • Your Firm's Branded Content (blog/articles/reports)

  • Public Web Content

  • Pay-Wall Web Content

  • Custom Content Libraries

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* Some partners require purchase of content subscription. Please contact us for pricing based on your needs.

How exactly does the Client News Service work?

ReachStack
is an innovative new digital communication service for Wealth Advisory Management companies.  

Using our proprietary Client interest tracking & Content matching technology, we enable firms to provide a Do-it-for-Me service that gives each Advisor the option to share FINRA compliant, personalized news and information with each client monthly, weekly and even daily. 

Through seamless integration with our content partners, your content library, your existing CRM and compliance systems, ReachStack uses a proprietary combination of modern data analytics, AI & email marketing automation technology to increase the frequency, personalization and impact of your Client communications.

All response data is analyzed to provide each Advisor with actionable Client interest profiles and next best Revenue opportunity lists. 

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Pricing starts at only $50 / advisor / month.
 

  • Robust Do-it-for-Me Client content sharing platform

  • All communications are Advisor branded & personalized

  • Suggestions for Email & Social channels

  • Options for Monthly, Weekly and Daily communications

  • Assistance with Content planning and sourcing 

  • FINRA compliance management (prefilter + archiving)

  • Weekly Hot List and Client interest reports

  • Performance Measurement & Reporting (at enterprise level)

We look forward to showing you how it works.

Please contact us or schedule a call.