AdvisorEdge · An industry pack for Financial Advisors
Referral-worthy content, without the compliance scramble.
Client acquisition and AUM-growth marketing built for RIAs and independent advisors — content and nurture sequences that respect the review process instead of fighting it.
$597–$2497/mo · cancel anytime
What financial advisors usually stitch together
Your stack is probably 6+ tools that don't talk to each other.
Content sits waiting for compliance review
A queue of pre-written, on-brand content is easier to review than a blank page.
Centers of Influence relationships go cold
CPAs and estate attorneys are your best referral source — if the relationship gets nurtured, not just met once.
No system for tracking client acquisition cost against AUM growth
Marketing spend without a line back to revenue is a guess, not a strategy.
LinkedIn presence is sporadic
Thought-leadership content only works if it actually ships on a schedule.
The AdvisorEdge pack
One system, built for financial advisors.
01
AI-built website
A live site built and published for you — no template picker, no dev work.
02
Compliance-aware content
Market commentary and LinkedIn content drafted for your review, not auto-published around it.
03
Lead pipeline
Every inquiry tracked stage-to-close, so nothing falls through email.
04
Automated follow-up
Trigger-based email/SMS sequences that fire on real events — a new lead, a missed call, a stalled deal.
05
Cameron, your AI cofounder
Pre-loaded on your industry's numbers, language, and playbook — not generic marketing advice.
06
Social content, scheduled
Posts written and queued for you, in your industry's voice.
Metrics Cameron already knows to watch
Cameron speaks financial advisors — not generic marketing advice.
New clients / quarterAUM growthReferral rate from COIsSeminar-to-consultation rateClient retention
Pricing
Start where you are.
ADVISOREDGE STARTER
$597/mo
Compliance-ready website, market commentary, Google Business Profile, LinkedIn posts.
Choose StarterADVISOREDGE GROWTH
$1197/mo
Full system: content, nurture, seminar support, COI tracking.
Choose GrowthADVISOREDGE ENTERPRISE
$2497/mo
Complete platform: ads, compliance-aware chatbot, multi-advisor support.
Choose EnterpriseEvery claim here maps to a real feature — content, nurture sequences, and lead tracking are real. Nothing here claims to make compliance decisions for you; that stays with your review process.