Scalable marketing communications and compliance approval.

AdviceMagic Enterprise helps larger advisory firms, consolidators, networks and compliance providers ensure compliant communication at scale.

Consistent, bespoke and on-message content for all your clients and prospects.

Bespoke content perfectly tailored to your proposition, values and audiences.
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Tap into multiple content streams for deeply segmented multi-channel client and prospect communications.

Our compliance suite gives compliance teams total control and oversight over marketing and communications.

Compliance monitoring of all communications

Deep contact-level engagement data

Audit log of communications and sign off records

Build bespoke automations for clients and prospects to drip feed content over time. Access our API to integrate with other tools.

Custom-automated sequences

Customisable automation triggers

API & Webhook access

Built to handle the compliance needs and scale of enterprises.

Multi-factor authentication and SSO options

Single tenant and static IP configuration possible
(Dedicated IP is only suitable for high volume sending)

Concierge deliverability service

Dedicated account manager relationship

Book a call to discuss with our team today.