November AdvisorTech Giveaway! Over $20,000 in prizes!

Join us for the AdvisorTech Giveaway of the year! Details to enter below.

Author

Joe Moss
November 07, 2023

Welcome to the 4th Edition of ProAdvisorSuite News!

Yep, you read that right. For the month of November, we are giving away over $20,000 in AdvisorTech prizes!

Prizes include*:

  • 2 seats for Simplicity Ops’ DIY CRM Makeover

  • 2 seats for OnBord’s Streamlined Client Onboarding

  • 2 seats for Bento Engine’s Proactive Advice and Engagement

  • 2 seats for Hubly’s Best-in-Class Team Workflows

  • 2 seats for CurrentClient’s Modern Text-Based Engagement App

  • 2 seats for Wealthtender’s Digital Marketing Growth Platform

*Seats are for 1 year / Seats are at the starting tier level

So how do you enter this epic giveaway??

There are 2 ways:

  1. Sign up for ProAdvisorSuite by the drawing date, Nov. 24th ($29/mo)

  2. Share ProAdvisorSuite News on Twitter, LinkedIn, or via email and send me a screenshot
    Sharing info directly below:

Some further details:

  • The winners will be drawn on Black Friday, November 24th at random by ChatGPT.

  • The winners will get to choose one of the available seats in the order that they are drawn.

  • The giveaway seats will not be able to be applied to a firm’s current subscription to one of these vendors, just to a new subscription.

  • The start and end dates are from 11/7 - 11/24

  • There are 12 total prizes (seats) to be given away

Let the Giveaway begin!

More details on the included giveaways:

Simplicity Ops | Helping Advisors Better Serve Their Clients

Are you struggling to manage your practice efficiently because information is spread across too many platforms? You’ve come to the right place!

www.simplicityoperations.com

OnBord | Streamline the New Client Experience.

OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients.

onbord.io

Bento Engine | Bring Proactive Advice to More Clients

Bento’s integrated technology and content solution empowers you to systematically serve all of your clients and prospects during “Moments That Matter” – Age-Based Milestones and Life Events.

www.bentoengine.com

Hubly | What’s slipping through the cracks?

Hubly revolutionizes practice management for busy financial advisory firms by bringing greater efficiencies, workflows, tracking, and team collaboration to a digital workspace.

www.myhubly.com

CurrentClient | The Client Engagement App for Professionals

You can text and call clients, find out what they need with surveys and educate better with video - in one delightful app

www.currentclient.com

Wealthtender | Inbound Lead Generation. SEO Optimization. Peer Inspiration.

You don’t have to grow your business alone. It’s time to grow together.

wealthtender.com

How do I enter, again?

You can either sign up for ProAdvisorSuite ($29/mo) OR for free, share your referral link on Twitter, LinkedIn, or via email and send me a screenshot.

OR

Please don’t hesitate to reach out with any questions! Excited to share these solutions with you all!

Warmly,

Joe

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