Orchestrate growth across your advisor network.

Snappy Kraken Enterprise is a marketing, automation, and growth platform for financial services firms that support networks of advisors. The home office sets strategy, brand, and compliance controls, advisors launch approved campaigns with room to personalize, and leadership sees engagement and AUM reporting across the network, whether it has 5 advisors or 5,000.

Enterprise is built for firms that run marketing for many advisors: RIAs, broker-dealers, IMOs and FMOs, OSJs, and multi-office advisory teams. It fits firms that need central strategy and oversight while advisors and offices still run their own client and prospect marketing within firm-defined limits.

Enterprise adds the controls a firm needs to manage marketing across many advisors. That includes mass-publishing campaigns to advisor groups, custom branding, centralized administration, content governance, compliance workflows, and network-wide reporting. Individual advisors still get the same campaigns, automation, and follow-up tools they would use on their own.

Enterprise includes workflows for pre-approval, content review, archiving, and controlled publishing, so regulated firms keep full oversight. Campaigns in the library are FINRA-reviewed, and email journaling helps your team monitor communications. Your compliance team decides what advisors can publish and how much they can change before content goes out.

Yes. Snappy Kraken logs every edit, approval, campaign send, and advisor activity, so your compliance and marketing teams can see who changed what and when. Paired with built-in archiving and email journaling, the audit trail gives the home office a reviewable record of marketing across the advisor network.

Enterprise connects with Salesforce, Redtail, and Wealthbox through native integrations, and with other systems through the API. Two-way sync keeps contacts, groups, and campaign activity current. Enterprise also supports SSO and custom workflows, so IT teams can fit the platform into the firm's existing technology stack.

Yes. Firms can upload their own content next to the Snappy Kraken campaign library and deploy it to any group of advisors. Enterprise supports white-labeling, firm templates, and firm-level design standards, so campaigns look and sound like your brand across every office and advisor.

Advisors can personalize campaigns within the limits your firm sets. The home office decides which campaigns are available to which advisors and what needs approval before it goes out. Administrators can also sign in as an advisor to help with setup or fix issues, so advisors get support without losing the firm's controls.

Enterprise reports on engagement and AUM across the network. The AUM Pipeline Dashboard shows potential pipeline AUM by advisor, office, cohort, campaign, or stage, connects campaign engagement to appointments and funded relationships, and highlights relationships that need attention. Leadership can compare offices and see where advisors need more support.

Most firms begin using the platform within a few weeks. Timing depends on your CRM integration needs and the size of your advisor network. Implementation support covers CRM configuration, advisor onboarding, and training, so advisors know how to use the platform from their first campaign.

Enterprise firms get implementation support, CRM configuration, advisor onboarding, training, and regular success check-ins. Each firm has a dedicated account manager and quarterly business reviews, and advisors can reach support by chat, email, or phone. The goal is steady advisor adoption, not just a launch.

Enterprise pricing is customized for each firm. It is based on advisor count, integration requirements, support level, and firm objectives. Request an enterprise demo to walk through your advisor network and goals, and we will put together pricing that fits how your firm plans to roll out marketing.