Trusted vendor resources for your marketing needs

Marketing Vendor Resources

MyCMO

Execute all your marketing efforts in a scalable yet personal way via one convenient digital hub. Connect with clients and build deeper relationships with pre-approved emails, social posts, greeting cards, newsletters, turnkey event modules, and more. With an easy, built-in compliance workflow, you can send the right message to the right people at the right time with just a few clicks.

Contact Information
MyCMO
858-312-5546
MyCMO@fmgsuite.com

AdvisorStream

AdvisorStream's digital marketing platform streamlines your workflow by automating essential tasks, including social media posting and scheduling, weekly client newsletters, sourcing timely content from top publishers, developing lead-optimized landing pages, researching insights on client interests, and creating lead-nurturing emails to spark meetings.

With packages starting at just $25 per month, AdvisorStream offers a cost-effective way to enhance your marketing efforts. For account setup or login assistance, please reach out to Broadridge directly. If you need strategic guidance on integrating AdvisorStream into your marketing and growth plans, contact Osaic's Advisor Marketing team for support.

Contact Broadridge
877-761-7036
as_support@broadridge.com

ProShop by Vista Corporate Solutions

  • Business Essentials: Stand out with custom business cards and stationery.

  • Marketing Essentials: Browse templates and personalize marketing collateral for your business.

  • Promotional Products: Print your logo on branded apparel, pens, mugs, etc.

  • For assistance, refer to the User Guide or contact the ProShop team. For additional resources, explore the ProShop Print Center platform.

Getting started with ProShop Print Center is easy. View the User Guide for details on account setup, how to download proofs, and the convenient ordering process.

Contact Information
ProShop Print Center Support
844-462-9288
support@ourproshop.com

  • Because firm names and disclosures will need to be updated in coordination with your transition to Osaic, we recommend ordering materials with existing information sparingly. Information about Osaic branding collateral, including logos and colors, will be provided in coordination with your transition to Osaic as your Transition Portal becomes available.


  • Disclosure:The product(s)/service(s) provided here are from companies separate from and unaffiliated with Osaic. When you click on links within this page that lead to another company's website, you are leaving the firm’s website. Therefore, we are not responsible for any direct or indirect payment, technical or system issues arising out of the use of third-party services. When using these services, you assume total responsibility.

    Disclosure Support
    Advertising Supervision
    855-261-3179
    advertising@osaic.com

Lead generation vendors

SmartAsset AMP

  • Target your client & AUM growth goals with a simple monthly subscription:

    • Concierge team dedicated to validated leads and live phone transfer intros to warm prospects

    • Automated follow-ups via SMS and email to help nurture prospects

    • Strategic coaching from a dedicated account manager

  • Get great leads here

Acquireup

  • Lead Generation - Get more quality leads and keep your pipeline filled! Book more appointments with:

    • Seminars
    • Webinars
    • Conversion Campaigns

    Nurture - Stay top of mind so that when prospects are ready, they think of you! Convert more prospects with:

    • Social media campaigns
    • Email marketing campaigns
    • Advisor branded content

    Engage - Don’t leave money on the table by missing out on referrals and existing opportunities! Uncover more opportunities from existing clients with:

    • Social media campaigns
    • Email marketing campaigns
    • Advisor branded content
    • Review and referral generation

  • Get started with Acquireup

wealthfeed

WealthFeed

  • WealthFeed is an AI-powered prospecting platform that allows Financial Advisors to Discover money-in-motion new business opportunities taking place nationwide (or right in their local communities).

    On the WealthFeed platform, Advisors can identify prospects who just sold a business, are set to inherit money, sold insider shares, moved to a new state, changed jobs, and more.

    Advisors can also Monitor their prospects in real-time for any future money-in-motion events and Enrich their current database with up-to-date contact information, estimated net worth and income levels, property details, and other insightful data.

    Osaic Advisors receive 20% off annual subscription!

    Use promocode at checkout: OSAIC20

    Schedule a Demo Here: https://calendly.com/wealthfeed/demo

    Watch a Demo Here: Watch

  • Visit the Website

Marketing & Content Support Vendors

Vidyard

  • The Video Solution Built for Wealth Management

    Osaic is the first network of independent broker-dealer firms to bring Vidyard to financial professionals. It’s the only officially approved video solution available to Osaic brokers. Get all the power of one-to-one video, plus other strategic features to maximize how you use video.

    • Video analytics tells you who watched your videos and when. Follow up with the most engaged leads while you’re still top of mind.

    • Add a call to action directly to your video. Viewers can click through to your website, book a meeting, or send an email.

    • Share your videos on webpages with built-in Osaic branding. Build a seamless experience and generate trust in your personal brand.

  • Sign Up Now

MasterMind Advisor


  • All-in-One Platform for Marketing Support, Quality Lead Generation, Nurturing & Booked Appointments.

    Mastermind Advisors platform will give you the tools, support and resources you need to succeed with your practice. Our all-encompassing marketing solutions cover every aspect of your front-end marketing needs.

    Note: All email content and landing pages available through MasterMind must be submitted through AdTrax and approved by advertising supervision prior to use.

  • Get started with MasterMind Advisor

Fresh Finance

  • Position Yourself as a Trusted Financial Expert

    Fresh Finance is a wealth industry marketing technology platform that simultaneously produces digital newsletters, social media posts, and content library articles for financial professionals to position themselves as industry experts. Our marketing tool are designed to create and send content that features your unique branding and helps educate clients on topics relevant to the financial services industry. Build trust, start conversations quickly, and connect with your clients and prospects!

    Get access to:

    Digital Newsletter Tool
    Social Media Tools/Articles
    Content Library Tool (500+ articles to use as is or edit)
    Print newsletter Tool
    And more!

  • Learn More About Fresh Finance

Website Vendors