HNW Publisher™

HNW Publisher is a customer-relationship management (CRM) software platform that enables financial advisors, marketing executives and compliance professionals to communicate with affluent clients.

HNW Publisher enables advisors and financial services institutions to create high-quality, customizable e-newsletter programs that can be sent to clients and prospects. HNW Publisher leverages custom content and syndicated wealth news feeds that are handpicked from more than 3,000 sources. The platform helps enable client relationships by providing both detailed and aggregate reporting on what clients and prospects are reading.

HNW Publisher is Web-enabled for maximum efficiency. Advisors can create e-newsletters by selecting from a pool of marketing and compliance-approved content on a regular basis. The e-newsletters are completely customizable based on client preference, and readership is fully trackable. The platform generates client interest profiles at the advisor level that can be rolled up for a local or national management view.

HNW Publisher is “viral,” enabling maximum prospecting and referral opportunities. It is also an intelligence-gathering tool, empowering financial professionals to better understand the specific interests and habits of their clients and prospects.