Most Popular! | ||
WebsitesStand out and skyrocket |
Serve$199/mo Paid
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Grow$389/mo Paid
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Personalized Website | ![]() |
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Compliance Archiving | ![]() |
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Compliance and BD Pre-Reviewal Engine (if applicable) | ![]() |
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Blogging Tools
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SEO Tools
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Lead Manager with Forms
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Easy Editing Interface | ![]() |
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SSL Certificate | ![]() |
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Analytics Dashboard | ![]() |
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Redtail Connectivity | ![]() |
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Live Training Workshops | ![]() |
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Email Support | ![]() |
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Website Updates Support | ![]() |
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Personalizable Content Library
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Content Scheduler | ![]() |
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Video Banners
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Social Media Sharing Tool | ![]() |
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Marketing Campaigns Integration
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Video Support | ![]() |
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Dedicated Support Specialist | ![]() |
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SEO
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Most Popular! | ||
automationsWin prospects and wow clients |
Serve$209/month Paid
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Grow$409/month Paid
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Automated Email | ![]() |
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Social Media Sequences
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Landing Pages and Forms | ![]() |
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Easy Editing
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Contact and Group Management
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CRM Integration with Two-Way Sync
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Marketing Performance Dashboard | ![]() |
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Compliance Functionality
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2x Month Timely Emails
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Quarterly Financial Update Campaigns | ![]() |
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New Client Onboarding Campaign | ![]() |
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Custom Branded Email Templates | ![]() |
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Knowledge Base with Video Training | ![]() |
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Email Support | ![]() |
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Monthly Marketing Workshop | ![]() |
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Event Campaigns | ![]() |
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Monthly Visual Insights Campaign
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Monthly Personal Connection Video Campaign
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Monthly Marketing Strategy including Content
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Lead Generation Campaigns | ![]() |
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Blog Lead Capture Forms (Requires Website) | ![]() |
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Lead Nurturing Sequences | ![]() |
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Referral Campaigns | ![]() |
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Testimonial Gathering Campaign (RIA Only) | ![]() |
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Video Consultations | ![]() |
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Most Popular! | ||
ConvosServe your clients |
Serve$99/mo Paid
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Grow$179/mo Paid
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Number of Users | Five | Unlimited |
Number of Contacts | 1000 | Unlimited |
Number of Outbound Messages/Month (SMS/MMS) Included | 1000 included, then $.04/outbound message |
2500 included, then $0.02/outbound message |
Unique Phone Number | ![]() |
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Two-Way Conversational Inbox | ![]() |
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Send and Receive Attachments | ![]() |
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Automated Compliance and Opt-In | ![]() |
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Appointment-Generating Campaign Tools | ![]() |
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Weekly Fresh Content | ![]() |
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Client and Prospect Contact Management | ![]() |
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Email Support | ![]() |
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Knowledge Base with Video Training | ![]() |
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Keyword Text-In Flows
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Website Widgets For Opt-Ins | ![]() |
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Priority #TextMe Audience Growth Kit | ![]() |
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Video Messages
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Freedom360A done-for-you, premium |
Freedom360$899/mo Paid
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Access to All Features in Grow Snappy Kraken Plans (Convos not included), plus… | ![]() |
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Marketing Foundation Setup | |||
Website and Marketing Foundations Audit | ![]() |
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SEO Package Implementation | ![]() |
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Website Conversion Optimization with Lead Capture Offers and Corresponding Funnels | ![]() |
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Automated Email Campaigns Setup for New Client Onboarding and Prospect Nurturing | ![]() |
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Done-For-You Implementation | |||
2x Per Month Timely Emails
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Monthly Visual Insights Newsletter
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Quarterly Financial Update Campaign
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New Monthly Blog Post On Website | ![]() |
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6 Exclusive Freedom360 Content Pieces | ![]() |
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Support and Training | |||
Dedicated Account Manager | ![]() |
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Private Freedom360 Client Forum | ![]() |
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Bi-Monthly Freedom360 Client Exclusive Workshops | ![]() |
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Snappy Kraken is exactly what was missing from my marketing campaigns. Anyone can repost financial articles from CNBC or Bloomberg. To stand out you need authentic & personalized content. Snappy Kraken fills that need, plus provides a disciplined mechanism for distribution across multiple social media platforms.”
-Ari Baum
CFP®, Founder & CEO at Endurance Wealth Partners