Keep Your AUM Growing With Automated Client Engagement
Expert market insights, compliance-ready, delivered weekly. You get the credit.
✓ No long-term contracts • ✓ Cancel anytime • ✓ 30-day money-back guarantee
How It Works
From setup to sending in just 3 simple steps
We Learn Your Brand
Share your photo, logo, and voice. We'll customize everything to match your unique style and expertise.
We Write & Design Weekly
Our team creates professional, compliance-ready content with market insights your clients will value.
You Review & Send
Approve with one click or request unlimited revisions. Then send to your clients and take the credit.
Stop Spending Hours, Start Spending Minutes
- ✗4+ hours researching market trends weekly
- ✗Compliance review delays and costs
- ✗Inconsistent client communication
- ✗Risk of compliance violations
- ✗Time away from revenue-generating activities
- 5 minutes to review and approve
- Pre-approved, compliant content
- Weekly touchpoints on autopilot
- Citations and disclosures included
- Focus on growing your practice
Everything You Need to Engage Clients
Professional newsletters that strengthen relationships and grow your practice
Strengthens Investor Confidence
Regular, professional insights keep clients informed and confident in their investment strategy
Boosts Referrals
Clients share valuable content with friends and family, naturally expanding your network
Increases Retention
Consistent communication builds stronger relationships and reduces client churn
Compliance-Friendly
Pre-approved content with proper citations and disclosures saves time and reduces risk
See Your Brand Come to Life
Professional newsletters featuring your photo, brand, and expertise
Money Insights by Joanna
Trusted by Leading Financial Advisory Firms
Everything You Need to Grow Your Practice
Professional content that strengthens relationships and drives referrals
Save 10+ Hours Weekly
We handle research, writing, and compliance so you can focus on clients
Boost Client Retention
Regular touchpoints keep you top-of-mind and build lasting trust
100% Compliant
Pre-approved content with proper citations and disclosures included
Trusted by Leading Financial Advisors
See how Build AUM is helping advisors strengthen client relationships and grow their practice
"Build AUM has been a game-changer. My clients love the weekly insights, and I've seen a 40% increase in engagement. Best part? It takes me 5 minutes to review each week."
"The compliance-ready content gives me peace of mind. I've gotten 3 referrals in the past 2 months from clients sharing the newsletters with friends."
"Our entire team uses Build AUM. Client retention has improved significantly, and we're saving 15+ hours per week. The ROI is incredible."
Simple, Transparent Pricing
Choose the plan that fits your practice size
All plans billed quarterly • Cancel anytime
Essential
Billed quarterly
Elite
Billed quarterly
Enterprise
Billed quarterly
Cancel anytime • No long-term commitments
Frequently Asked Questions
Everything you need to know about Build AUM
Ready to Transform Your Client Relationships?
Join 500+ financial advisors who use Build AUM to stay connected with their clients
Schedule 15-Min Demo✓ No credit card required • ✓ See your branded version • ✓ 30-day money-back guarantee