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5 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Websites $199/mo. Marketing automation $199–$299/mo. Texting $99/mo. Bundles $199, $299 and $899/mo on annual terms, plus setup fees of $199–$499. ↗ snappykraken.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Black Diamond, Practifi, Zapier, LinkedIn, SS&C ↗ snappykraken.com/integrations | SOC 2 Type 2; Says it has FINRA- and SEC-ready approval workflows and archiving ↗ snappykraken.com | Visit | |
| Plans from $178/mo + $994 setup, $418/mo + $3,194 setup and $1,044/mo + $3,494 setup. Done-for-you service from $895/mo + $499 setup. ↗ fmgsuite.com/pricing Verified 2026-11-04 | Unverified | None found | Visit | |
| Per lead advisor, billed yearly: Starter $1,499/yr (shown as $125/mo), Plus $1,999/yr ($167/mo), Premium $2,499/yr ($208/mo). Website lead tool $3,000/yr (under 10k visitors) or $5,000/yr (10k–30k). ↗ bentoengine.com/packages-and-pricing Verified 2026-11-04 | Unverified | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ levitate.ai Verified 2026-10-26 | Redtail, Salesforce, Wealthbox, QuickBooks ↗ levitate.ai/integrations | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ luthor.ai Verified 2026-10-26 | Unverified | Mentions AES-256 encryption, zero data retention and PII redaction on homepage ↗ luthor.ai | Visit |
Marketing system for advisors with AI-powered campaigns ('Snappy AI'), websites, content, automation and texting.
Verified 2026-11-04
Websites, content, email and compliant texting (MyRepChat) for advisors, with AI content tools.
Verified 2026-11-04
Proactive advice content and next-best-action alerts tied to client milestones (Life in Numbers, Life Events, Children & Wealth), delivered through your CRM.
Verified 2026-11-04
Relationship marketing for advisors and other professionals: personal-feeling email, social, texting, websites and AI.
Verified 2026-10-26
Enterprise marketing compliance platform that checks content against FINRA 2210, FTC, UDAAP and internal policies before it's published.
Verified 2026-10-26
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