MIO is a win-win solution for firms and their advisors

Enables advisors to
  • The latest and most relevant content based on investor profiles, client portfolios and investment trends
  • Easy-to-use digital and social distribution of content
  • Reporting tools to track engagement and inform client strategy
Enables firms to
  • Promoting the firm’s funds and model portfolios with advisors
  • Increasing advisor growth and retention
  • Building brand and ROI on thought leadership and content marketing
How MIO works for firms
and its advisors
Firm provides compliance approved material
Advisors select the most relevant client content
Advisors distribute via email or social in a few clicks
Firm tracks content engagement by investors

Want to see how MIO for Enterprise can help empower your advisory teams better engage their clients?

Schedule a Demo