Your clients receive weekly personalized news briefings filled with articles about the financial issues that matter to them.
You receive reports that summarize your clients' interest in the articles that they read each week. Understanding the articles theyÃ¢ÂÂre reading sets the stage for your "next best conversation" with each client.
InvestiGauge manages the setup and ongoing maintenance and reporting once you invite your clients to subscribe. There is virtually no work for you to get started!
15,000+ articles from 60+ sources screened and categorized weekly.
Individually personalized briefings sent to each subscriber.
Financial advisor receives weekly engagement summary.