Attract More Clients. Grow Your AUM. Stay Compliant.
Professional, ready-to-send newsletters that keep you top-of-mind with clients and position you as their trusted financial expert—without the hours of work.
Why Financial Advisors Choose Build AUM
Stay top-of-mind with clients while positioning yourself as their trusted financial expert
Save 10+ Hours Per Month
Stop spending hours writing newsletters from scratch. Our compliance-approved content is ready to send, giving you time to focus on what matters most—serving your clients.
- Pre-written, professional content
- No research or writing required
- Send in minutes, not hours
Stay Compliant Effortlessly
Never worry about FINRA violations or compliance issues. All content is pre-reviewed and designed to work seamlessly with your firm's compliance process.
- SEC & FINRA compliant content
- Works with your compliance team
- Peace of mind with every send
Increase Client Retention
Stay top-of-mind with regular, valuable communication. Clients who hear from you consistently are more likely to stay, refer, and increase their AUM.
- Regular touchpoints build trust
- Reduce client churn by 23%+
- Strengthen client relationships
Generate More Referrals
Position yourself as the expert with insightful market commentary and financial guidance. Clients naturally refer advisors who demonstrate expertise and add value.
- Showcase your expertise
- Shareable, valuable content
- Turn clients into advocates
Professional Quality
Impress clients with beautifully designed, professionally written newsletters that reflect the quality of your practice. Your brand, elevated.
- Designer-quality layouts
- Expertly written content
- Fully branded to your firm
Simple Setup & Management
Get started in minutes with our intuitive platform. No technical skills required—just choose your content, customize your brand, and send.
- 15-minute setup process
- Intuitive, user-friendly platform
- Dedicated support team
Ready to Save 10+ Hours Per Month?
Get a free sample newsletter and see how easy professional client communication can be
See Your Newsletter Come to Life
Professional, engaging newsletters that your clients will actually read
AS SEEN IN
SEC Compliant
Content Pre-Approved for Compliance
FINRA Reviewed
Works With Your Compliance Process
Bank-Level Security
256-bit Encryption
Industry Leader
500+ Advisors Trust Us
What Advisors Are Saying
Join hundreds of advisors who have transformed their client communication
"BuildAUM newsletters have transformed how I communicate with clients. My retention rate increased by 23% in just 6 months."
"The compliance-approved content saves me hours every week. My clients actually read these newsletters and ask great questions."
"I've received more referrals in the past quarter than the entire previous year. The newsletters position me as the expert."
How It Works
Get started in minutes, not hours
Choose Your Content
Select from our library of compliance-approved newsletters covering market commentary, retirement planning, tax strategies, and more.
Customize Your Brand
We add your logo, adjust colors, include your photo, and personalize the content to match your unique voice and brand identity.
Send & Track Results
Send to your clients with one click and track open rates, clicks, and engagement. Sit back, enjoy more referrals and watch retention increase,
Simple, Transparent Pricing
Choose the plan that fits your practice
Essential
Billed quarterly
All plans include compliance-approved content and can be cancelled anytime
Frequently Asked Questions
Everything you need to know about BuildAUM newsletters