Accessible digital experiences are mandatory, WCAG, ADA, and AODA set standards to ensure websites are usable by individuals with disabilities. Digital Agent meets these standards with built-in features that improve reach, SEO, and user experience....
Stay informed with the latest updates to the Digital Agent platform! We're continuously working to enhance your experience with improved features, streamlined processes, and new tools to empower your success....
When it comes to creating a professional and appealing advisor website, the images you choose play a crucial role. They not only enhance the visual appeal of your site but also help convey trust, expertise, and the value of your services....
Marketers in wealth management face many challenges in their day to day roles. We wanted to better understand these challenges and how wealth marketers go about solving some of them today....
Often marketing can fall to the bottom of a to-do list for financial advisors. We know there are marketing activities we should be doing, but why don’t we prioritize publishing content to our advisor websites?...
The value proposition of an RIA network is economic growth through pooled resources and $ benefits in the form of operations savings, asset and client growth....
After learning about the importance of highlighting your brand’s identity in the previous blog, lets now switch gears to actually understand what type of content Financial Advisors must post on their websites and why....
Welcome to ‘Reeti Records,’ a blog series where I cover the ins and outs of UI/UX and what design requirements will help you reach success! Let’s get started, shall we?...
Hats off to the T3 Technology Tools for Today 2022 conference in Texas! Sam, Nick, Tim, and I, along with Keren from our partners at Liferay took in a variety of sessions and were fortunate to meet a number of new vendors and advisors....
Digital marketing and low-cost regulatory management do not necessarily go hand in hand. The more digital marketing you deploy you could be increasing the cost of regulatory compliance....