SNAPPY KRAKEN
Your Growth Partner—Built for Simplicity Investments Advisors
As an approved marketing partner of Simplicity Investments, Snappy Kraken helps financial professionals attract, nurture, and retain clients through powerful, compliant marketing automation.
With pre-approved, advisor-specific content, intuitive technology, and campaigns proven to convert, you can reach more prospects, stay top-of-mind, and deepen client relationships—all while spending less time managing marketing tasks.
“Our advisors want simple tools that deliver measurable results. Snappy Kraken gives them both the technology and content they need to grow with confidence.”
— [Insert BD Executive Name/Title]
Choose Your Growth Path
With Snappy Kraken, you can start and grow—or even move forward with a complete solution. We have an option for every advisor from those that want to do-it-themselves to having it done for you.
CAMPAIGNS
Marketing Automation for Financial Advisors
Foundations
Essentials for client communication
Monthly Price (Annual Term)
$199 $170
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 $254
Setup Fee
$499
Additional Advisor Workspaces
$99 $85
Additional Admin Seats
$99 $85
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 $765
Setup Fee
$499
Additional Advisor Workspaces
$699 $595
Additional Admin Seats
$99 $85
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
WEBSITES
Professional Websites for Financial Advisors
Foundations
Essential advisor website
Monthly Price (Annual Term)
$99 $85
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 $170
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
BUNDLE PACKAGES
Complete Marketing Systems for Financial Advisors
Foundations Bundle
Essential advisor marketing tools
Monthly Price (Annual Term)
$298 $254
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 $382
Setup Fee
$2,998
Additional Advisor Workspaces
$99 $85
Additional Admin Seats
$99 $85
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 $850
Setup Fee
$2,998
Additional Advisor Workspaces
$699 $595
Additional Admin Seats
$99 $85
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
Recognized as #1 for advisor satisfaction by Kitces.com.
Snappy Kraken earned the highest customer satisfaction rating from financial advisors for Digital Marketing and Websites in the 2025 Kitces Report: The Technology that Independent Financial Advisors Actually Use.
Third-Party Research Proves Snappy Kraken is #1
DIGITAL MARKETING
Snappy Kraken 
7.4
Hubspot
7.1
Mailchimp
7.1
AdvisorStream
7.0
Active Campaign
7.0
Constant Contact
6.9
Levitate
6.6
FMG Suite
6.5
WEBSITES
Snappy Kraken
7.6
FMG Suite
6.7
Broadridge
6.5
INTEGRATION SCORE
Snappy Kraken
7.9
AdvisorStream
5.2
FMG Suite
6.7
Levitate
4.6
Hubspot
3.8
Mailchimp
0
“FMG Suite and Broadridge, in particular receive notably lower satisfaction and value ratings... Snappy Kraken, in particular stands out for an exception amongst advisor-focused vendors”
Source: Kitces.com 2025 Advisor Tech Stack
The #1 Most Integrated Marketing Platform for Financial Advisors
Snappy Kraken connects seamlessly with the tools advisors and firms already rely on. From CRMs and data enrichment to social and media and AI, our integrations help you capture leads, automate follow-up and scale growth, without extra work or disconnected systems.
What Advisors Are Saying About Snappy Kraken
Thomas Dircks
Founder
“My website just went live and it’s awesome. The team did an outstanding job, exceeded any expectations, and treated me well with great customer service while building the site. I’m very impressed so far with all the tools and personalization. Thank you!”
Prairie Wealth Planning Consultants
Heath Harris
SVP
”Nothing compares to Snappy Kraken. When I used more generic content in the past, people stopped opening my emails. That doesn't happen with Snappy's content. I landed 4 clients in my first year using the program, which is a big ROI.”
Oliver Wealth Management
Frequently Asked Questions
As a partner with Simplicity Investments do we get a discount?
+Yes. Simplicity Investments advisors and firms receive a 15% discount on all Snappy Kraken products. Book a demo to learn more and unlock this exclusive discount.
Is Snappy Kraken integrated with my CRM?
+Yes. Snappy Kraken is integrated with all major CRMs including Redtail, Wealthbox, Salesforce, Practifi, and many more. Book a demo to get more information and discover how it can fit for your firm.
