Platform features
Built for advisors
who mean business.
Every feature exists because a financial advisor asked for it. This isn’t a generic mail platform — it’s purpose-built for your industry.
What makes us different
Not another mail merge.
This is the real thing.
There’s a reason handwritten letters have a 99% open rate and a 300% higher response rate than email. People can tell when something is genuine.
Real pen. Real ink. Real paper.
Not printed. Not stamped. Our robots grip actual ballpoint pens and write on premium cardstock. Recipients can feel the indentations. It's the real thing.
FINRA & SEC compliant out of the box.
Every template is reviewed for regulatory compliance. Archive copies, disclosure language, supervisory approval workflows — it's all built in.
Set it and forget it.
Birthday cards, anniversary notes, new account welcomes, quarterly check-ins — schedule campaigns once and we handle the rest, year after year.
Your handwriting. Cloned.
Send us a sample of your handwriting and we'll build a custom font that's uniquely yours. Your clients will never know you didn't write it yourself.
Your brand, your stationery.
Custom card stock, envelopes, colors, and layouts. Match your firm's brand identity down to the last detail — or choose from our curated collection.
We handle everything after you click send.
Printing, stuffing, stamping, addressing, mailing, tracking. You write the message. We do literally everything else.
Your next client is waiting
to hear from you.
No contracts. No minimums. No setup fees. Just real letters that make real impressions.