Software for advisory firms
A software vendor writes to operations leads at advisory firms about an admin problem, without touching investment topics.
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Subject lines
- Client onboarding at {{company}}(used in the template)
- Client onboarding at {{company}}
- Paperwork for new clients
The email
Email 1 · day 1
Client onboarding at {{company}}
Hi {{first_name}}, For many advisory firms, onboarding a new client still means forms by email, scanned signatures and chasing missing documents. We make onboarding software that collects everything in one secure place, with signatures and identity checks built in. Is that a pain point for the operations team at {{company}}? {{sender_first_name}}
{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a client onboarding software company writing to wealth management firms.
When to use it
For operations or practice managers at advisory firms. You're selling software to the firm, not advice to its clients.
Why it works
- It talks about operations (paperwork, onboarding time), which is safely outside investment communications.
- It speaks to the person who feels the admin pain.
How to adapt it
- Keep the email strictly about the operational problem your software solves.
- Have your own compliance contact review it if your company is itself regulated.
Compliance caution
If you're a broker-dealer or a registered adviser, written communications to investors are regulated: FINRA Rule 2210 treats an email sent to 25 or fewer retail investors in 30 days as correspondence, and to more than 25 as a retail communication, with different review and approval requirements. Have compliance approve your sequence before launch. This is general information, not legal advice.
Sources: FINRA Rule 2210: Communications with the Public (as of 8 November 2026).
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