Marketing Resources - TheFinpedia

Route: Log in to Investwell -> Click on marketing resources -> Log in/Sign up

What Thefinpedia Offers

• • Ready-to-Use Content Bank: Access social media creatives, festival and moment-marketing greetings, memes, educational posts, and trending financial topics.

  • Multilingual & Branded Support: Content is available across multiple languages and can be tailored to match your specific brand colors and identity.

  • Co-Branding & White-Labeling: Personalize marketing materials with your firm's logo, contact details, and disclaimers.

  • Post Planner & Tools: Schedule and manage your digital marketing output using built-in planning and content automation tools.

  • Financial Calculators: Provide clients with interactive tools for SIP, lump sum investments, retirement planning, and goal-based calculations.

How to Get Started (User Guide Steps)

1. • Sign Up / Log In

     • Visit the official website at Thefinpedia to create your account or log in with your advisor credentials.

   • Set Up Your Brand Profile

     • Upload your company logo, select your brand color palette, and input your ARN (Advisor Registration Number) or RIA details so they auto-populate on creatives.

   • Browse the Content Bank

     • Navigate through categories like daily market updates, educational carousels, festival wishes, or trending financial memes.

   • Co-Brand and Customize

     • Select a creative, apply your white-label settings/logo, and tweak the message if needed.

   • Plan and Schedule

     • Use the built-in scheduler or download/share the ready creatives directly to your LinkedIn, WhatsApp, Instagram, or Facebook channels.