[NEWS] Snappy Kraken Announces Collaboration with Morningstar Wealth to Elevate Advisor-Client Interactions

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator dedicated to financial services professionals, today announced its new Snappy Kraken Morningstar Wealth Edition. The platform will provide advisors that use Snappy Kraken’s Original Content + Marketing Automation services with access to timely Morningstar Wealth articles that can be leveraged in client engagement campaigns.

The Snappy Kraken Morningstar Wealth Edition platform is available to users of Morningstar Office, a web-based portfolio and practice management platform for independent financial advisors. This offering will afford existing Morningstar Office℠ clients access to a custom version of Snappy Kraken’s Original Content + Marketing Automation that features Morningstar Wealth articles, as well as an integration with the Morningstar Office℠ client contact information. This will significantly expand the digital marketing resources at advisors’ fingertips. The deeper bench of content will enhance advisors’ ability to deliver a differentiated client experience and attract prospects.

“Morningstar Wealth has established a reputation for producing quality editorial content that empowers investor success,” said Angel Gonzalez, Chief Marketing Officer at Snappy Kraken. “As Snappy Kraken works to foster meaningful connections between advisors and their clients, we welcome the opportunity to incorporate Morningstar Wealth’s trusted, relevant content into our campaigns. We are confident this will provide immediate value-add for advisors.”

“We are always looking for opportunities to streamline workflows and elevate the advisor-client relationship,” remarked Vincent Florack, Director of Strategic Partnerships at Morningstar Wealth. “This collaboration with Snappy Kraken will further this aim, enabling advisors to disseminate timely and engaging content that delivers value to investors.”

Current Snappy Kraken clients that do not have Morningstar Office℠ subscriptions, and that wish to add Morningstar Wealth articles to their existing version of Snappy Kraken, can upgrade for a fee of $20 per month per user. For Morningstar Office users that don’t already avail themselves of Snappy Kraken’s Original Content + Automation services, there is the option to access Snappy Kraken Morningstar Wealth Edition at a discounted rate of $225 per month per user.

This latest collaboration comes on the heels of Snappy Kraken’s recent launch of Freedom360, a comprehensive marketing solution that enables time-crunched advisors to outsource their entire marketing program—from audit phase through implementation and reporting—to a team of experts.

To learn more about Morningstar Wealth and Snappy Kraken’s collaboration, visit www.morningstarwealth.snappykraken.com.