Leverage integrated marketing to help you communicate and promote the value of your firm. Connect2Clients® provides an extensive library of compliance-approved content that can be delivered via email, your website, social media or a smartphone app. Best of all, it's all accessible through a single platform.

Email & Greeting Cards

Initiate smart marketing strategies that are simple and scalable. We make it easy to segment your contacts and connect with elegant, meaningful messages. Everything is packaged with your branding and the option to customize. Enjoy the convenience of a direct sync with Redtail's CRM, a built-in compliance approval process, advanced reporting and more.

Marketing Campaigns

Preapproved email, video and social media campaigns are available, and may be customized to personalize your message. Choose from a wide range of topics, including market commentary, educational guidance, or holiday and lifestyle content. Regardless of a client's sophistication level, there is content to position yourself as a trusted financial expert.


Launch a beautiful, mobile-responsive website. Choose from simple and intuitive templates or completely customize your design. Site features include blog and event posting, strategic content positioning, forms for lead capture, social media integration, and access to a command center for simple editing and site maintenance.

Mobile App

Build a customized app to stay in front of clients and give them increased access to your team. Developed exclusively for financial advisors, you can send secure and compliant push notifications to communicate with your contacts wherever they are. The app is accessible on any mobile device and builds credibility with your tech-savvy clients.