Whether you're an independent advisor, RIA firm, or enterprise practice, FinKode scales to meet your marketing and compliance needs.
Find Your SolutionOur platform adapts to your practice size and specific needs, providing the right tools for your growth stage.
Perfect for solo practitioners looking to scale their marketing efforts without compromising compliance.
Target Size:
1-5 clients per month
Starting at $99/month
Get StartedComprehensive solution for registered investment advisory firms managing multiple advisors and larger client bases.
Target Size:
10-100 advisors
Starting at $299/month
Get StartedEnterprise-grade solution for large financial services organizations with complex compliance requirements.
Target Size:
100+ advisors
Custom pricing
Get StartedSee how financial advisors are using FinKode to solve their biggest marketing challenges.
Attract high-quality prospects with compliant content marketing and automated nurturing sequences.
Keep clients informed with personalized market updates, performance reports, and educational content.
Ensure all marketing materials meet FINRA and SEC requirements with automated compliance checking.
Measure the effectiveness of your marketing efforts with comprehensive analytics and reporting.
Specialized tools and content libraries tailored to your area of expertise.
Pre-built content libraries for 401(k) rollovers, Social Security optimization, and retirement income strategies.
Retirement calculator widgets
Social Security content
401(k) rollover campaigns
High-net-worth focused content and lead generation campaigns for estate planning and tax optimization.
Estate planning resources
Tax strategy content
Family office materials
Compliant life insurance and annuity marketing materials with built-in suitability considerations.
Life insurance calculators
Annuity comparison tools
Risk assessment forms
Transparent fee disclosure tools and fiduciary-focused marketing materials to attract fee-conscious clients.
Fee calculator widgets
Fiduciary education
Transparency messaging
FinKode integrates with the tools you already use, creating a unified workflow across your entire tech stack.
Need a custom integration?
Contact Our Integration TeamLet us help you choose the right FinKode solution for your practice. Schedule a personalized demo today.