Specifically for UK advisers
Marketing for financial advisers made simple.
AdviceMagic can transform your marketing and client communications with just a few clicks.
Newsletters, articles, social media, all done for you.
AdviceMagic gives you everything you need to engage your clients and grow your business.
Book a demo
Client newsletters
Send stunning email campaigns to clients and prospects with a single click.
Social media strategy
Stay in touch with your followers with branded social media content and automated posting.
Easy compliance
AdviceMagic automatically creates a copy of each campaign for sign off and audit.
Consumer Duty focused reporting
Track all your engagement across your communications.
Send engaging, branded newsletters your clients will love.
Show the value of your advice, keep clients informed and help meet new Consumer Duty requirements.
Post to all your social media channels with a single click.
Connect your social media accounts and let AdviceMagic handle the content and scheduling for you.
Consider your social media, sorted.
Consider your social media, sorted.
Easy compliance sign off, audit trail and engagement tracking.
AdviceMagic automatically generates compliance documents for sign off.
In addition you can access a full audit log of all campaign activity and track and measure client engagement.
In addition you can access a full audit log of all campaign activity and track and measure client engagement.
Measure engagement and performance
See at a glance how your campaign has performed from your dashboard - and dig into individual client data.
Coming soon
Harness the power of marketing automation
MagicAutomations enables you to put your marketing on autopilot.
Pour yourself a 🍸 and let automation do the heavy lifting.
Book a demoEverything you need out of the box
AdviceMagic is a complete marketing and client communications tool.
Weekly client newsletters
Engaging client-facing newsletters generated for you.
Automatically post to all your social channels
Keep your social media channels fresh with personalised content.
Branded, mobile optimised campaign landing pages
Landing pages which fit your brand perfectly.
Easy contact upload
Easily upload your contacts from your CRM or practice management system.
Lead capture forms
Capture leads directly from your landing pages with mobile-optimised lead capture forms.
Engagement tracking
View your campaign performance as well as individual client activity.
Audit log
Retain lifetime logs of your campaigns in AdviceMagic for compliance purposes.
Compliance PDFs
AdviceMagic autogenerates PDFs with all the details of every campaign you send.
World class support
Get support whenever you need it from our small team who understand advisers.
GDPR Compliant
AdviceMagic was built for the UK advisory market and data protection needs of advisers.
Enterprise level security
We conduct regular external security audits and have rigorous security policies in place.
Coming soon
API & Webhooks
Integrate AdviceMagic with the rest of your tool stack via our API and configurable webhooks.
Pricing
No tie in, no hidden costs, no nonsense.
Weekly client facing newsletter.
(If you want to send less, that's easy)
Branded weekly social media content
Beautiful, branded mobile optimised landing pages
Engaging and informative articles
One-click social media posting
Comprehensive contact-level engagement tracking
Compliance PDF generation
Full compliance audit log
Chat and email support
API access (coming soon!)
Entirely bespoke and personalised content
Compliance management platform access
API & Webhooks
Custom workflows and integrations
Single tenant configuration possible
Dedicated IP for large volume senders
In-house deliverability support
SSO options
Frequently asked questions
Are there any tie-ins or contracts?
No, you can end your relationship with AdviceMagic at any time. In fact if you’re not happy in 30 days, we’ll give you your money back. All we ask is that you tell us how we can improve.
Is AdviceMagic GDPR compliant?
Yes. If you require additional information we have detailed documentation on how we safeguard data, our sub-processors and how we ensure compliance with UK GDPR rules.
Is AdviceMagic secure?
Put simply, yes. Our platform is built on Google Cloud Platform and all our data is housed in a dedicated resource based in the UK. Data is encrypted at rest and we only work with vendors who meet the highest security standards.
In addition, we conduct regular external security audits and penetration tests performed by a licensed expert with experience in US military cyber operations.
Detailed documentation on our security practices is available on request.
In addition, we conduct regular external security audits and penetration tests performed by a licensed expert with experience in US military cyber operations.
Detailed documentation on our security practices is available on request.
Can I easily add my clients from my CRM?
Yes, AdviceMagic allows you to easily upload clients from a .csv file or spreadsheet with virtually any structure. Don’t worry, our onboarding team will help you do this when you join the platform.
Does AdviceMagic integrate with other tools?
The short answer is - not yet. We have an API available on our Enterprise plan and we aim to build out-of-the-box integrations with adviser CRMs on all our plans.
In addition, it’s our intention to make it as easy as possible for you to build your own integrations using tools like Zapier and Integromat. We’re a small team, so bear with us, but delivering integrations is one of our top priorities!
In addition, it’s our intention to make it as easy as possible for you to build your own integrations using tools like Zapier and Integromat. We’re a small team, so bear with us, but delivering integrations is one of our top priorities!
Is AdviceMagic easy to use?
We like to think so. We built the platform specifically for the profession, with the aim of making great marketing and client communications easy and accessible for firms of all sizes and technical capabilities.
Book a demo to learn more
AdviceMagic is currently in beta and we are releasing the product to a small number of advisers. Join the waitlist to reserve your spot.
Book a demo