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Boulevard R's Advisor Branded Marketing Platform (AMP) helps financial advisors engage, qualify and meet new clients, while automating marketing and building their local brand. Categories
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Boulevard R
Web-based Retirement Software
Retiremap
Retiremap rethinks plan education/communication by making it easy for participants to save more and invest better. Retiremap has the unique ability to track and document changes in participant behavior, while delivering holistic plan education and verifiable 404(c) disclosures.
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AMP
Amp is the first web-based marketing software for financial advisors. Amp automatically engages prospects, qualifies them and sets up a first meeting. For the advisor who is serious about marketing and wants a unique call-to-action, Amp is a great solution.
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No Comment: Our FINRA Letter Finally Arrives
Our compliance ship came in today. After months of waiting and extraordinary service from Ken in VSR‘s compliance department (one of their advisors signed up for an Advisor-Branded Marketing Platform (AMP)), we received a No Comment Letter from FINRA: This is great news for any advisor who wants to use AMP and currently has to [...]