Platform / Automation
Custom marketing automation for financial advisors
Your advice is personal. Your marketing should be too.
As seen in
“An independent advisor with a small budget, a smart strategy and a clear niche can now outcompete any large firm with a giant budget.”
How it works
Marketing that builds itself
around your firm.
Understand your firm
Your content strategy, built instantly
Understand your firm
Your content strategy, built instantly
Capital Turbine automatically analyzes your firm and builds a marketing model around your audience, positioning, and brand. Then, it applies that model to produce email, social, and website content that’s uniquely yours.
From breaking news to birthday wishes.Every kind of content, created for you.
Content that sounds like you. Because it’s made for you.
Every piece of content is generated around your firm’s positioning, your target clients, and your voice. Not pulled from a library. Not shared with thousands of other advisors.
Set it once. It runs itself. Email and any social channel.
Approve a campaign once and Capital Turbine delivers it for you. It’s sent on schedule, in your voice, across email and any social channel your clients use.
Prefer hands-free? Learn about done-for-you marketing
Review performance reports. Improve and scale effortlessly.
Performance dashboards and deep activity tracking reveal what’s earning attention and what’s falling flat. Capital Turbine provides clear guidance to improve and perform.
A brand that’s unmistakably yours.Delivered faster than a template.
“After using both FMG Suite and Snappy Kraken, Capital Turbine has been a significant step up for us. Our new website finally feels premium and true to our brand. The marketing automation suite is incredibly user friendly. We saw new opportunities come across our desks within a few weeks of launching.”
Capital Turbine is proud to feature this unpaid, nonincentivized testimonial from a customer who is also a family member of our founder. The customer pays standard rates. Individual results can vary.
Compliance has questions.Here’s what to tell them.
Drafted for your firm
Content is written from your firm and advisors' profiles, and mapped to your client personas.
Screened programmatically
Every draft is checked against FINRA 2210 and SEC Marketing Rule standards before you see it.
Your sign-off
Routed to your compliance team for approval. Four compliance modes let you choose how. Final say always stays with your firm.
Published & archived
Delivered on schedule and archived with a full audit trail to support your firm's record-keeping requirements.
Built for every regulatory setup: solo RIAs to broker-dealer-affiliated firms.
Direct integrations to your compliance systems are available on request.
Questions? compliance@capitalturbine.com
Common questions about marketing automation.
Who is Capital Turbine for?
Advisors who know they aren't interchangeable with the firm down the street. If you believe you bring something different to the table and want that to be obvious to the right clients, Capital Turbine is for you. Our customers see the value in a clear brand identity and are focused on growing their firm.
What kinds of content does Capital Turbine produce?
Emails, social posts, blog articles, newsletters, and client nurture campaigns, spanning celebrations, market insights, life-stage planning, and events.
Is content personalized to my practice?
Yes. Each piece is generated around your firm's voice, niche, and ideal client, not pulled from a shared library used by thousands of other advisors.
Is there a contact limit?
No artificial contact caps. Unlike most platforms that limit you to 1,000–10,000 contacts per tier with overage fees, Capital Turbine scales with your practice.
What channels does automation cover?
Email, social media (LinkedIn, Facebook, Instagram), and blog distribution, scheduled and managed from a single platform.
How does compliance review work?
Every piece of content routes through a configurable approval workflow before it's sent. Your compliance team can review individual pieces or set bulk approvals by campaign type.
Can Capital Turbine integrate with my CRM?
Yes. CRM integration is available on Complete and Done-for-you tiers and supports Wealthbox, Redtail, Salesforce, HubSpot, and most other advisor CRMs.
Start marketing like no one else. This is step one.
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