Mackenzie Investments Reduces Marketing Fulfillment Costs by More than 30%

Mackenzie Investments turned to InvestorCOM to help them easily create custom Advisor Sales Kits in a cost-effective way, consisting of corporate compliance approved presentations, static marketing materials, and/or custom user created documents.

DOX is a fully managed solution that enables wholesalers to get out to clients when they need to with the right, most relevant materials.

Stop worrying about fulfillment and keep your team's attention where it should be - on advisor engagement and success.

Costs