Programmatischer Ratgeber

Bestes Email marketing für financial advisors

Client intake, matter tracking, and follow-up CRM picks for financial advisors — not full practice-management or billing suites.

For client intake and follow-up — not legal practice management (billing, trust accounting, court calendaring).

Unsere Bewertungskriterien

Review-cycle automation: scheduled quarterly/annual client review reminders
Segmentation by AUM, household, and service tier for proactive outreach
Communication archiving / audit trail to support SEC/FINRA recordkeeping
Secure handling of PII — a vendor that will sign appropriate agreements
Integrations with custodial / portfolio tools (Orion, Redtail-style) rather than replacing them

Marketing automation with a real CRM attached.

ActiveCampaign leads with automation depth — branching workflows, conditional content, and the best automation builder UX in the category.

Affordable all-in-one marketing platform (formerly Sendinblue).

Brevo bundles email, SMS, WhatsApp, chat, and CRM with the most generous free tier in the category.