A La Carte Products.
Essential Marketing Automation (Campaigns)
$199
/monthGrow Marketing Automation (Campaigns)
$299
/monthCompliant Text Messaging (Convos)
$99
/monthMarketing Admin Seats
$99
/monthMaximize Your Growth with Snappy Kraken
Find the right solution to fit your marketing needs. Explore our plans and book a demo to get started.
CAMPAIGNS
Marketing Automation for Financial Advisors
Foundations
Essentials for client communication
Monthly Price (Annual Term)
$199
Setup Fee
$199
Additional Advisor Workspaces
–
Additional Admin Seats
–
KEY FEATURES INCLUDE:
- Basic Content Library
- AI Email Builder
- Email + Phone Support
- Up to 10k Contacts
- Built-In Compliance
Grow
Growth-focused marketing tools
Monthly Price (Annual Term)
$299
Setup Fee
$499
Additional Advisor Workspaces
$99
Additional Admin Seats
$99
EVERYTHING IN FOUNDATIONS, PLUS:
- Premium Content Library
- Lead Capture + Auto-Subscribe
- Text Messaging (Convos)
- Up to 50k Contacts
- Premium Support & Priority Service
Freedom360
Complete done-for-you system
Monthly Price (Annual Term)
$899
Setup Fee
$499
Additional Advisor Workspaces
$699
Additional Admin Seats
$99
EVERYTHING IN GROW, PLUS:
- Done-for-you Marketing Strategy
- Done-for-you Marketing Implementation
- Quarterly Business Review
- Up to 100k Contacts
- Dedicated 1-1 Success Manager
Compare Plans
| Foundations | Grow | Freedom360 | |
|---|---|---|---|
| FEATURES | |||
| AI Email Builder | ✓ | ✓ | ✓ |
| Integrations (See integrations) | ✓ | ✓ | ✓ |
| Branding Automation | ✓ | ✓ | ✓ |
| Lead Capture & Auto-Subscribe | - | ✓ | ✓ |
| Email Volume | 20k monthly | 80k monthly | Unlimited |
| Contact List Size | 10k contacts | 50k contacts | 100k contacts |
| Text Messaging (Convos) | - | ✓ | ✓ |
| Integrated Lead Flow (segment and auto-trigger campaigns from website) | - | ✓ | ✓ |
| CAMPAIGNS CONTENT | |||
| Birthday Automations | ✓ | ✓ | ✓ |
| Timely Updates | ✓ | ✓ | ✓ |
| Newsletters | ✓ | ✓ | ✓ |
| Lead Generation | - | ✓ | ✓ |
| Prospect Engagement | - | ✓ | ✓ |
| Events | - | ✓ | ✓ |
| Video | - | ✓ | ✓ |
| Market Updates | - | ✓ | ✓ |
| Partner Content | - | ✓ | ✓ |
| Custom Campaign Builder (DIY) | - | ✓ | ✓ |
| ONBOARDING & SUPPORT | |||
| Support Level | Basic: Email + Phone Support | Premium: Email + phone, 4-6 hour response, priority service | Concierge: 1-1 dedicated success manager |
| Dedicated Success Manager | - | - | ✓ |
| Smart Growth Suite Strategy | - | - | ✓ |
| Onboarding Support | ✓ | ✓ | ✓ |
| COMPLIANCE | |||
| Profile Review | ✓ | ✓ | ✓ |
| Campaign Review | ✓ | ✓ | ✓ |
| Broker Dealer Configuration | ✓ | ✓ | ✓ |
WEBSITES
Professional Websites for Financial Advisors
Foundations
Essential advisor website
Monthly Price (Annual Term)
$99
Setup Fee
$499
KEY FEATURES INCLUDE:
- Basic Website Template
- Basic Lead Capture
- Basic SEO
- Basic Email Support
- Built-in Compliance
Grow
Growth-focused advisor website
Monthly Price (Annual Term)
$199
Setup Fee
$2,499
EVERYTHING IN FOUNDATIONS, PLUS:
- Premium Template w/ Custom Design
- On-demand Website Reviews
- Auto-publish Blog Scheduler + Social Posts
- Premium SEO
- Premium Support and Priority Service
Compare Plans
| Foundations | Grow | |
|---|---|---|
| WEBSITE | ||
| Hosting | ✓ | ✓ |
| SSL Security | ✓ | ✓ |
| Mobile Responsive | ✓ | ✓ |
| Page Design | Basic Template | Premium template w/ custom design |
| Design Revisions | 1 | 3 |
| Hours of Dev Time | 0 hr/mo | 1 hr/mo |
| On-demand Website Reviews | - | ✓ |
| Page Limits | Up to 20 basic pages | Unlimited |
| DIY Content Editor | ✓ | ✓ |
| Remove "Snappy Kraken" Branding | - | ✓ |
| Auto-publish Blog Scheduler | - | ✓ |
| Social Posting for Blogs | - | ✓ |
| LEAD CAPTURE | ||
| Basic Lead Capture | ✓ | ✓ |
| Popups | - | ✓ |
| Gated Content | - | ✓ |
| WEBSITE CONTENT LIBRARY | ||
| Articles | - | ✓ |
| Educational Blog Posts | - | ✓ |
| Events | - | ✓ |
| Promotions | - | ✓ |
| Market Updates | - | ✓ |
| SEO | ||
| Basic SEO | ✓ | ✓ |
| Premium SEO | - | ✓ |
| AEO | - | optional add-on |
| ONBOARDING & SUPPORT | ||
| Support Level | Basic: Email Support | Premium: Email + phone, 4-6 hour response, priority service |
| Dedicated Success Manager | - | - |
| Smart Growth Suite Strategy | - | - |
| Onboarding Support | ✓ | ✓ |
| COMPLIANCE | ||
| Profile Review | ✓ | ✓ |
| Campaign Review | ✓ | ✓ |
| Broker Dealer Configuration | ✓ | ✓ |
BUNDLE PACKAGES
Complete Marketing Systems for Financial Advisors
Foundations Bundle
Essential advisor marketing tools
Monthly Price (Annual Term)
$298
Setup Fee
$698
Additional Advisor Workspaces
–
Additional Admin Seats
–
KEY FEATURES INCLUDE:
- Basic Content Library
- Basic Website Template + SEO
- AI Email Builder
- Basic Email + Phone Support
- Built-in Compliance
Grow Bundle
Growth-focused advisor marketing tools
Monthly Price (Annual Term)
$449
Setup Fee
$2,998
Additional Advisor Workspaces
$99
Additional Admin Seats
$99
EVERYTHING IN FOUNDATIONS, PLUS:
- Premium Content Library
- Custom Website + Premium SEO
- Lead Capture + Auto-Subscribe
- Text Messaging (Convos)
- Premium Support + Priority Service
Freedom360 Bundle
Complete done-for-you marketing system
Monthly Price (Annual Term)
$999
Setup Fee
$2,998
Additional Advisor Workspaces
$699
Additional Admin Seats
$99
EVERYTHING IN GROW, PLUS:
- Done-for-you Marketing Strategy
- Done-for-you Marketing Implementation
- AEO (Answer Engine Optimization)
- Quarterly Business Review
- Dedicated 1-1 Success Manager
Compare Plans
| Foundation Bundle | Grow Bundle | Freedom360 Bundle | |
|---|---|---|---|
| FEATURES | |||
| AI Email Builder | ✓ | ✓ | ✓ |
| Integrations (See integrations) | ✓ | ✓ | ✓ |
| Branding Automation | ✓ | ✓ | ✓ |
| Lead Capture & Auto-Subscribe | - | ✓ | ✓ |
| Email Volume | 20k monthly | 80k monthly | Unlimited |
| Contact List Size | 10k contacts | 50k contacts | 100k contacts |
| Text Messaging (Convos) | - | ✓ | ✓ |
| Integrated Lead Flow (segment and auto-trigger campaigns from website) | - | ✓ | ✓ |
| CAMPAIGNS CONTENT | |||
| Birthday Automations | ✓ | ✓ | ✓ |
| Timely Updates | ✓ | ✓ | ✓ |
| Newsletters | ✓ | ✓ | ✓ |
| Lead Generation | - | ✓ | ✓ |
| Prospect Engagement | - | ✓ | ✓ |
| Events | - | ✓ | ✓ |
| Video | - | ✓ | ✓ |
| Market Updates | - | ✓ | ✓ |
| Partner Content | - | ✓ | ✓ |
| Custom Campaign Builder (DIY) | - | ✓ | ✓ |
| WEBSITE | |||
| Hosting | ✓ | ✓ | ✓ |
| SSL Security | ✓ | ✓ | ✓ |
| Mobile Responsive | ✓ | ✓ | ✓ |
| Page Design | Basic Template | Premium template w/ custom design | Premium template w/ custom design |
| Design Revisions | 1 | 3 | 3 |
| Hours of Dev Time | 0 hr/mo | 1 hr/mo | - |
| On-demand Website Reviews | - | ✓ | ✓ |
| Page Limits | Up to 20 basic pages | Unlimited | Unlimited |
| DIY Content Editor | ✓ | ✓ | ✓ |
| Remove "Snappy Kraken" Branding | - | ✓ | ✓ |
| Auto-publish Blog Scheduler | - | ✓ | ✓ |
| Social Posting for Blogs | - | ✓ | ✓ |
| LEAD CAPTURE | |||
| Basic Lead Capture | ✓ | ✓ | ✓ |
| Popups | - | ✓ | ✓ |
| Gated Content | - | ✓ | ✓ |
| WEBSITE CONTENT LIBRARY | |||
| Articles | - | ✓ | ✓ |
| Educational Blog Posts | - | ✓ | ✓ |
| Events | - | ✓ | ✓ |
| Promotions | - | ✓ | ✓ |
| Market Updates | - | ✓ | ✓ |
| SEO | |||
| Basic SEO | ✓ | ✓ | ✓ |
| Premium SEO | - | ✓ | ✓ |
| AEO | - | optional add-on | ✓ |
| ONBOARDING & SUPPORT | |||
| Support Level | Basic: Email Support | Premium: Email + phone, 4-6 hour response, priority service | Concierge: 1-1 dedicated success manager |
| Dedicated Success Manager | - | - | ✓ |
| Smart Growth Suite Strategy | - | - | ✓ |
| Onboarding Support | ✓ | ✓ | ✓ |
| COMPLIANCE | |||
| Profile Review | ✓ | ✓ | ✓ |
| Campaign Review | ✓ | ✓ | ✓ |
| Broker Dealer Configuration | ✓ | ✓ | ✓ |
Interested In Multi-Advisor Features & Enterprise Solutions?
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
Discover If Snappy Kraken Is Right For Your Business
Book a 1:1 demo with our team today for a platform walkthrough
