Provide your advisors with a pre-approved set of branded, compliance-approved marketing tools through an easy to access online system. Each advisor can quickly and affordably create and personalize proven marketing programs and materials designed to help them deliver a relevant, branded message to the right person at the right time. Templated marketing tools may include business cards, stationery, direct mail, signage, and presentations.

Your advisors select the components they need to build their business and Merrill takes it from there by printing, assembling and distributing.

These tools and solutions are delivered through a customized, branded online store. Working with your pre-approved materials, our interactive, customized tool lets you manage and segment contacts, groups and events; order customized direct mail pieces; target a mailing to a geographic region or specific list and download presentations and PDF documents.

Contact us to learn more.