Comprehensive turnkey platform helps RIAs acquire new clients, gather assets and improve client satisfaction
PORTLAND, Maine—April 13, 2021—Foreside Financial Group, LLC (Foreside), a provider of governance, risk management, and compliance consulting and technology solutions for global asset and wealth managers, today announced the launch of RevBuilder360™, an innovative marketing program designed to help RIAs elevate their firm’s brand and value proposition. The program is offered through collaboration with Harborside Group, an industry-leading marketing firm serving the financial services industry.
An RIA market analysis from Foreside and Harborside Group found many RIA firms have experienced less than desired organic growth. With a growing trend of advisors starting their own firms, many RIAs are looking to attract new assets.
RevBuilder360™ supports asset growth and helps firms:
- Energize AUM and revenue growth
- Elevate firm brand and value proposition
- Strengthen new business pipeline
- Increase client satisfaction
- Differentiate firm relative to competition
RevBuilder360™ allows RIAs to select the investment and financial topics most relevant their clients. It then delivers high-quality, company-branded content − such as emails, articles, newsletters, and firm profiles − to proactively market to new and existing clients. The content is vetted by Foreside from a regulatory and compliance standpoint and includes actionable steps to engage existing clients and prospects.
“Our partnership with Harborside showcases one of the many technologies and professional services partnerships we’ve completed to bring comprehensive value to our clients, enhancing their own service offerings, increasing their operational efficiency, and prioritizing asset raising,” said Emmy Bernard, senior managing director of client development at Foreside.
“We are delighted to partner with Foreside on RevBuilder360™ and further Foreside’s impressive service suite to its growing base of RIA clients,” said Brian Nelson, president of Harborside Group. “This innovative and comprehensive solution delivers custom-branded compliant marketing materials and is fine-tuned for each firm.”
Other recent technology and professional partnerships recently completed by Foreside include solutions in best execution, business insurance, code of ethics, cybersecurity, electronic communication reviews, turnkey asset management programs, and online training and educational programs.
About Foreside Financial Group
Foreside delivers comprehensive advice and best-in-class technology solutions to clients in the global asset and wealth management industries. Foreside distributes more than $1 trillion* of product through their 17 limited purpose broker-dealers. For 15 years, Foreside’s suite of services and platform-based model have helped automate and simplify compliance and marketing for clients. Foreside works with pooled investment products, investment advisors, broker-dealers, global asset managers, and other financial institutions.
By harnessing state-of-the-art technology, Foreside helps firms address and shape today’s regulatory environment, drive operational efficiency and growth, and focus on value-adding work. Foreside is headquartered in Portland, Maine, with numerous regional offices, including New York and Boston. For more information on Foreside’s suite of services, please visit www.foreside.com.
*as of 1/1/2021
About Harborside Group
Founded in 2004, Harborside is an investment sales and financial marketing firm based in Baltimore, MD, specializing in comprehensive distribution solutions for asset managers and financial advisors. Harborside provides its marketing services to clients with collective assets exceeding $200 billion**.
**as of 12/31/2020