Today, successful wealth managers are differentiating themselves not by price, products, or basic customer service, but through tailored customer experiences. With our fully integrated wealth management marketing cloud, it’s never been easier for advisors to manage client communications and deliver personalized advice that earns lasting loyalty.

Websites
Veriday’s DA/WealthCloud® website builder makes it easy for enterprise marketers to connect corporate marketing to your local advisor’s networks to build exceptional experiences and ensure brand alignment.

Email/Newsletters
Elevate your demand generation and nurturing with our integrated Email campaign builder. With DA/WealthCloud®, you can quickly build email newsletters with thought leadership content from our library of pre-approved FINRA-compliant content and templates.

Brand & Regulatory Compliance
Offers capabilities for administrators to build custom approval workflows to create content, submit for review, identify required changes, and approve.

Archiving for stress-free audits
Automatically archive all web pages, third-party links and audit trail history for full traceability of all approvals and rejections. Quickly and efficiently retrieve data of any DA website as HTML snapshots, structured content data, excel or .PNG exports.