Foreside Financial Group, LLC (Foreside), a provider of governance, risk management, and compliance consulting and technology solutions for global asset and wealth managers, today announced the launch of RevBuilder360™, an innovative marketing program designed to help RIAs elevate their firm’s brand and value proposition. The program is offered through collaboration with Harborside Group, an industry-leading marketing firm serving the financial services industry.
An RIA market analysis from Foreside and Harborside Group found many RIA firms have experienced less than desired organic growth. With a growing trend of advisors starting their own firms, many RIAs are looking to attract new assets.
RevBuilder360™ supports asset growth and helps firms:
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Energize AUM and revenue growth
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Elevate their brand and value proposition
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Strengthen their business pipeline
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Increase client satisfaction
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Differentiate themselves relative to competition
RevBuilder360™ allows RIAs to select the investment and financial topics most relevant to their clients. It then delivers high-quality, company-branded content such as emails, articles, newsletters, and firm profiles to proactively market to new and existing clients. The content, which is vetted by Foreside from a regulatory and compliance standpoint, includes actionable steps to engage existing clients and prospects.
"Our partnership with Harborside showcases one of the many technologies and professional services partnerships we’ve completed to bring comprehensive value to our clients, enhancing their own service offerings, increasing their operational efficiency, and prioritizing asset raising," said Emmy Bernard, senior managing director of client development at Foreside.
"We are delighted to partner with Foreside on RevBuilder360™ and further Foreside’s impressive service suite to its growing base of RIA clients," said Brian Nelson, president of Harborside Group. "This innovative and comprehensive solution delivers custom-branded compliant marketing materials and is fine-tuned for each firm."
Other recent technology and professional partnerships recently completed by Foreside include solutions in best execution, business insurance, code of ethics, cybersecurity, electronic communication reviews, turnkey asset management programs, and online training and educational programs.
This article originally appeared on Yahoo! Finance.
