Roll out compliant, on-brand, done-for-you marketing across your entire advisor base — centrally managed, BD-reviewed, zero lift for your field. One program, every advisor activated.
Most of your reps don't market consistently — and the ones who do create a supervision headache. ClientGen gives every advisor a done-for-you marketing engine, and gives you central control over brand and compliance across the base.
“We market for you, compliantly” is one of the strongest recruiting/retention pitches you can make. Activate it across every rep instantly.
Every personalized asset pre-flights against your firm's rule pack. Disclosures fixed, no performance claims, full audit trail — across thousands of advisors.
Every rep, on-brand, on-message, without your marketing team hand-holding each one. Enforced centrally.
Advisors get a quarter of marketing already built for their firm on day one. The value is visible immediately — no waiting on them to log in and configure.
Cut the flood of one-off marketing requests to field-marketing and compliance. ClientGen drafts; humans review; advisors approve.
Sends from advisor domains, archives to Smarsh / Global Relay, connects to Wealthbox, Redtail, Salesforce. SSO and white-label available.
We load your broker-dealer's compliance rules, disclosures, and brand standards once. Everything generated downstream inherits them.
Each rep gets a personalized quarter of marketing built from their verified firm data — on day one, no setup from them.
Drafts pre-flight against your rule pack, then a human reviewer checks voice and compliance. Nothing skips this step.
Advisors approve their own sends; your team gets a supervision dashboard, audit trail, and exception flags across the whole base.
Based on first-90-day averages from our pilot cohort. Operational outputs only — ClientGen makes no performance, AUM, or retention promises.
Figures scale pilot-cohort averages (38 assets drafted, 14 sends shipped, 9 intro calls booked per firm in the first 90 days) across the advisor count you select, per quarter. Pricing shown is illustrative at $50 / advisor / month; actual enterprise pricing is banded and quoted. Operational metrics only — no implied returns, AUM growth, or retention outcomes.
Volume bands by advisor count, billed annually. Includes the supervision dashboard, your rule-pack, human review, and standard integrations. White-label and SSO available.
All per-seat prices shown are illustrative anchors pending final pricing review. Real enterprise pricing is quoted per engagement based on scope, integrations, and contract length.
Full audit trail on every asset, fixed-footer disclosures, no performance claims, exception flags. Built around FINRA/SEC supervision expectations.
BD-archive ready: Smarsh and Global Relay integrations so every send is captured for books-and-records obligations.
SAML/SSO, admin and supervisor roles, granular permissions, provisioning that maps to your org structure.
Run the program under your firm's brand. Advisors experience it as your platform, powered by ClientGen.
We generate from public firm data — never client PII or held-away account data. Clear data-processing terms for review.
Works with any broker-dealer. Pinnacle insurance kits and Finspire studio work are optional add-ons, never required.
“We rolled ClientGen out to our whole field in a quarter. Adoption was immediate, and our compliance team finally has one place to supervise it all.”