Pre-Built

Designed For Your RIA

Messaging and Automations

Designed to support your business out of the box, and with all the templates you might need for your brand.

By pre-building the basics of the package for you, your team has all the recourses it might want at it's fingertips. Whether you want to implement a new lead magnet, roll out a nurture campaign or having a process for qualifying prospects, fidUlink AI provides the resources to not just get it done, but to also carry you to the next step.

Messaging Templates

Get ahead, before you begin

Messaging designed to support financial professionals. Ready to be updated to tailor to your brand, or ready to go out of the box.

  • Schedule An Appointment

  • 52 Weekly Nurture Text Messages

  • 52 Weekly Nurture Emails

  • 12 Holiday Emails with your brand

  • 7 Getting Started Emails

  • Holiday & Birthday Promos

  • Lost/Inactive Client Workflows

  • No-Show Workflows

  • Follow-Up Workflows

  • Appointment Reminders, Etc.

No Need to Hire Custom Developers (though we have them for you if you need)

Workflows supporting your business as you launch. Saves 100+ hours of customization work

  • 7+ Templated Funnels

  • 11+ Pre-placed Forms

  • Templated Website Pages ready to use

  • 4 High Converting Lead Opt-Ins Ready to Customize

    And More, ready to go

Workflows

Meeting Reminders

The Foundation

Automatic Reminders increase Meeting Show up rates

  • We go through A2P Compliance for you!• Meeting Reminders (SMS and email)

  • Request A Call Back Automation

  • Email/SMS Subscription Management

  • Show, Cancellation, & Reschedule Sequence

    And tons more…

You Focus on Your Prospects — fidUlink AI focuses on follow up

Easy to manage pipelines and fully automated

  • Easy to manage pipelines and fully automated

  • Automated Email Reminders creating next steps for every meeting

  • Pipelines for appointment requests, lead opt-ins, cancellation/No show pipeline

  • Automated Sales Pipeline

  • Extensive Workflow Automations

  • Pipelines, & Intake Forms

After a prospect converts their information is synced to your financial planning CRM (e.g. WealthBox, RedTail CRM, Salesforce)

Pipelines

Making it "Just Work"

What Makes This Different

Our support teams and pre-built resources save you time, support your team and enable your success!

Concierge Onboarding

You don’t start with a blank account.
We configure the system for your firm and train you on something that’s already built.

Fin Pro Snapshot

Pre-built automations, workflows, and messaging designed for fiduciary firm marketing and communication.

AI Employee

Voice and chat AI designed to protect response time, handle intake, and book meetings without replacing judgment or relationships.

Compliant Record Export

A built-in compliant export module that archives communication records to cloud storage endpoints like Google Drive, Dropbox, ShareFile, and ComConnect File Sync.

Ongoing Support

24/7/365 platform support so you’re never stuck trying to troubleshoot alone.

AI Agents trained on your brand to answer your phone

Funnels and Websites

Ability to do Project based or Hourly

Social Media and Email Marketing

Compliant Record Exporter

Templated Messaging based on why a prospect needs you

Built by 4FP Agency

fidUlink AI is intentionally positioned between systems not on top of them.

fidUlink AI is built and delivered by the team at 4FP Agency, a marketing and systems partner focused on helping fiduciary firms modernize how they attract prospects, manage conversations, and convert interest into booked meetings.

This platform is the result of years spent inside the real operational reality of advisory firms not generic SaaS theory.

We didn’t build fidUlink AI to “disrupt” the industry.

We built it to remove friction, restore clarity, and help good firms grow without breaking their systems.

If This Way of Thinking Resonates, Let's Chat

If this is for You

No pressure. No pitch. Just a conversation about how the fidUlink AI platform might fit your firm.

fidUlink AI isn’t for everyone.

But for the right firm, it becomes the communication operating layer that makes everything else work better.

Who We Serve (and Who We Don’t)

fidUlink AI is designed for:

  • Fiduciary RIAs and CFP®-led firms.

  • Teams that care deeply about operational discipline.

  • Firms scaling intake, follow-up, and responsiveness.

  • Advisors and operators who prefer structure over improvisation.

It is intentionally not designed for:

  • Firms seeking to replace their financial planning CRM.

  • Organizations looking for a single system to manage everything indefinitely.

  • Buyers who want a marketing toy rather than infrastructure.

  • Teams expecting software to eliminate compliance responsibility.

This clarity and cohesive package ensures fidUlink AI remains effective, trustworthy, and aligned with the highest levels of fiduciary standards for Broker Dealers, Registered Investment Advisors (RIAs) and other Financial Professionals.

Let’s create a personalized communication super suite that puts your goals within reach and gives your team peace and support starting today.

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