Advanced Analytics: Marketing Views and Top Marketing Pieces

58% of financial professionals said their biggest marketing challenge is creating or sourcing content that is relevant to their clients, according to a survey we conducted earlier this year. To solve for this problem, advisors need a solution that assesses the performance of marketing content, how different marketing channels (i.e. Facebook, LinkedIn, etc.) stack up…

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Client Management Update: Demote and Promote Clients

Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may have created for demo purposes – to sample clients. (but don’t worry, you can switch them back!) Here’s how… On the Client list,…

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