Marketing Resources FAQs

What is Marketing Resources?

We have introduced a new menu called “Marketing Resources”, launched in collaboration with The Finpedia. Finpedia is a digital knowledge platform designed exclusively for financial intermediaries. It enables brokers and advisors to co-brand expert financial content—such as articles, explainer notes, and client-friendly insights—so they can share credible, ready-made information under their own brand.

Where can you find this menu?

It can be found in the left navigation bar, the last menu. 

How to activate it?

Before using this feature, you need to set the default ARN (if not already set).

Path: Settings > ARN Settings > Finpedia Default

How to enable it for other hierarchies (e.g., Sub-brokers, RMs, etc.)?

You can enable access for other hierarchies via:

Settings > User Settings > Access Permissions > Marketing Resources. 

Is this partnership free?

• Yes, the free trial plan has no charges.

• The trial includes up to 10 downloads.

• For paid plans, you can explore membership options directly on the Finpedia website:
   Profile Settings > My Membership Plans

Is transaction data shared?

No. Only ARN details are shared to create a user in Finpedia through SSO login. 

Who to contact for queries?

For Finpedia-related queries or demos:
 Estaban Gonsalves –  8452895667

For Investwell-related queries:
 support@investwellonline.com