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)
- 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.
- Sign Up / Log In
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