{FinKode}

Powerful Features for Modern Financial Advisors

Discover how FinKode's AI-powered platform can transform your marketing efforts while maintaining complete compliance with financial services regulations.

Try All Features Free

Core Platform Features

Everything you need to create, manage, and optimize your financial advisory marketing efforts.

AI Content Generation

Generate compliant marketing content, client communications, and educational materials with our FINRA/SEC-aware AI engine.

  • Compliance-checked content
  • Personalized messaging
  • Multi-format output
  • Brand voice consistency

Compliance Monitoring

Automated compliance checking ensures all your marketing materials meet FINRA and SEC requirements before publication.

  • Real-time compliance alerts
  • Regulatory updates
  • Audit trail logging
  • Risk assessment scoring

Performance Analytics

Comprehensive analytics dashboard providing insights into campaign performance, lead quality, and client engagement metrics.

  • ROI tracking
  • Lead scoring
  • Engagement metrics
  • Custom reporting

Lead Management

Sophisticated lead tracking and nurturing system designed for the financial advisory sales cycle.

  • Lead scoring algorithm
  • Automated follow-up
  • Pipeline management
  • Integration ready

Marketing Automation Tools

Streamline your marketing efforts with tools designed specifically for financial advisors.

Email Campaigns

Create and send compliant email campaigns with personalized content and automated follow-up sequences.

Social Media Scheduling

Schedule and publish compliant social media content across multiple platforms with built-in compliance checking.

Content Library

Access thousands of pre-approved financial content pieces, infographics, and educational materials.

Market Commentary

AI-generated market insights and commentary tailored to your client base and investment philosophy.

Performance Reporting

Automated client performance reports with customizable branding and compliance-approved language.

Mobile Optimization

All content and campaigns are optimized for mobile viewing, ensuring maximum client engagement.

Built-in Compliance

Stay compliant with confidence using our automated regulatory compliance features.

FINRA Compliance

Built-in FINRA rule checking for advertising and communication requirements.

  • Rule 2210 compliance
  • Principal approval workflows
  • Record keeping automation

SEC Requirements

Automatic SEC advertising rule compliance for investment advisor marketing materials.

  • Form ADV consistency
  • Performance claim validation
  • Disclosure requirement alerts

Audit Trail

Complete audit trail of all marketing activities and compliance decisions.

  • Timestamped actions
  • User attribution
  • Compliance justifications
  • Export capabilities

Seamless Integrations

Connect FinKode with the tools you already use to create a unified workflow.

CRM Systems

Salesforce, HubSpot, Redtail, Wealthbox

Portfolio Management

Orion, Black Diamond, Tamarac, eMoney

Custodians

Schwab, Fidelity, TD Ameritrade, Pershing

Email Platforms

Constant Contact, Mailchimp, Campaign Monitor

Social Media

LinkedIn, Facebook, Twitter, Instagram

Document Management

ShareFile, Dropbox, OneDrive, Box

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Ready to Experience All Features?

Start your free trial today and discover how FinKode can transform your financial advisory practice.

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