Finworx

Product Type:

Marketing Automation | Financial Planning | Risk Tolerance Assessment | Portfolio Management Tool | Client Data Gathering Tool | Wealth & Data Intelligence

Finworx helps financial advisors quickly and easily grow your practice through effortless client engagement. Build your brand as a trusted advisor and grow your practice through Finworx relevant and personalized client and prospect communication—without the fuss of having to learn digital marketing. The platform uses email automation, behavioral finance, and persona-based messaging to strengthen the advisor-client relationship and improve financial outcomes.

INTEGRATION:

N/A

PRICING:

Fees vary based on list size.

FREE TRIAL AVAILABLE?:

No

CREATED BY:

Lirio, LLC

COMPANY ABOUT US:

Backed by a team of behavioral finance and investment experts, marketing gurus, and technology innovators, Finworx operates on several core philosophies. Here are just a few:

  • We believe in the advisor: In an industry going “robo,” we believe there is undeniable value in the human advisor.
  • The right message to the right person at the right time can change the world: For advisors, this means improving client outcomes through communication, education, and behavioral coaching.
  • Advisors can best serve clients through the application of behavioral finance: Each investor is unique, with different cognitive and emotional biases that can be addressed and managed through communication.
  • Software should be sickeningly simple to use: Easy on-boarding and personal assistance should be part of the package.

CONTACT:

9202 S. Northshore Drive, Suite 300

Knoxville, TN 37922

Phone: (865) 243-8000

E-mail: [email protected]