Marketing Automation
Personalized advisor
marketing that scales.
Wealth managers have been forced to rely on generic content for too long.
How It Works
Personalized content, automatically created and distributed.
Step 01
Original, relevant content is generated automatically
Step 02
Compliance approves it with 1-click
Step 03
Content is distributed where you want it, on schedule
Direct to inbox
Engage your network
Website
Blog & landing pages
Ads
Omnichannel paid media
Content that sounds like you. Because it's made for you.
Every piece of content is generated around your firm's positioning, your target clients, and your voice. Not pulled from a library. Not shared with thousands of other advisors.
- Topic streams built around the clients you actually serve
- Messaging calibrated to your firm, not a vendor template
- Content that reads like you wrote it — because you shaped it
Content Brief
Auto-generated from campaign settings
Goal
Lead generationAudience
Pre-retirees 55+
Topic
Tax-efficient withdrawal strategies
Channels
Every asset tied to a measurable outcome
Built to perform. Every piece of content has a job.
You set the goal: lead generation, client retention, brand awareness, event promotion -- and the content is built to serve it. Not just posted and forgotten. Tracked, measured, and refined over time.
- Content generated around a specific objective
- Topic selection driven by what your target clients care about
- Built to engage, not just fill a calendar
Content Performance
Last 30 days
Tax-Loss Harvesting: What to Know Before Year-End
Blog
4,218
312
7.4%
Tax-Loss Harvesting: What to Know Before Year-End
Blog
Retirement Income Planning for Business Owners
2,945
186
6.3%
Retirement Income Planning for Business Owners
Market Outlook: Q2 Positioning
1,803
47
2.6%
Low engagement — try a shorter hook and repost at peak hours
Market Outlook: Q2 Positioning
Low engagement — try a shorter hook and repost at peak hours
New Client Welcome Sequence — Email 3
892
71
8.0%
New Client Welcome Sequence — Email 3
All metrics update automatically
4 assets tracked
See what's working. Improve rapidly.
Every post, email, and page reports back. You'll know what's getting traction, what's falling flat, and what you need to do about it.
- Engagement metrics across every channel in one view
- See which topics and formats drive the most response
- Iterate instantly: update, relaunch, or pivot with one click
Built for compliance
Structured to work in regulated environments.
Approval routing
Reviews and sign-off steps can be built into the workflow.
Built-in archiving
Every piece of content is automatically archived to support retention requirements.
Brand guardrails
Messaging rules keep the system aligned with your firm’s standards.
Feedback
“Finding our ideal client is a real challenge. We get prospected all day by folks offering generic lead gen and social media marketing. They just don’t understand what we need. Asset Engine does.”
Managing Partner, Wealth Management
$160M AUM · Avg. household $1.5M
FAQ
Common questions about marketing automation.
What kinds of content does Asset Engine produce?
Emails, social posts, blog articles, newsletters, and client nurture campaigns — spanning celebrations, market insights, life-stage planning, and events.
Is content personalized to my practice?
Yes. Each piece is generated around your firm's voice, niche, and ideal client — not pulled from a shared library used by thousands of other advisors.
Is there a contact limit?
No artificial contact caps. Unlike most platforms that limit you to 1,000–10,000 contacts per tier with overage fees, Asset Engine scales with your practice.
What channels does automation cover?
Email, social media (LinkedIn, Facebook, Instagram), and blog distribution — scheduled and managed from a single platform.
How does compliance review work?
Every piece of content routes through a configurable approval workflow before it's sent. Your compliance team can review individual pieces or set bulk approvals by campaign type.
Can Asset Engine integrate with my CRM?
Yes. CRM integration is available on Complete and Full Engine tiers and supports Wealthbox, Redtail, Salesforce, HubSpot, and most other advisor CRMs.
See what professional
marketing looks like.
In a short conversation we'll explore together whether we can help. No pitch. No pressure.
Start the Conversation