18 September, 2026 — Finventro has launched downloadable marketing software to help smaller financial advice firms turn their expertise into professional marketing, with a one-time purchase and no subscription. The software is available to download immediately upon purchase, so firms can start creating their own branded marketing straight away.
Created by financial-services marketer Cari Haxell, Finventro addresses a familiar challenge: advisers know their clients and have valuable insights to share, but turning that knowledge into posts, client updates and event materials can become another job that never gets done.
Finventro includes more than 200 professional, editable marketing templates. In the Marketing Studio, firms add their own branding, brand colours, words and images to create LinkedIn and other social posts, email headers and footers, branded QR codes, Zoom backgrounds and creative for paid advertising.
The Event Room provides step-by-step guidance for running client events, from webinars to networking events, covering invitations through to post-event follow-up.
Haxell, whose 25-year financial-services marketing career includes HSBC and Citi, said:
“The firms that get noticed aren’t always the ones with the most expertise. Often, they’re simply the ones people see and hear from more regularly. I built Finventro to help smaller firms make their expertise more visible.
“You already have the knowledge, the client relationships and the insights. Finventro gives you professional designs and step-by-step guidance to put them to work…build visibility, keep clients engaged and create more opportunities.”
Finventro downloads as a self-contained file and opens in a desktop browser, with no login required. Firms customise and export their materials, then publish or send them through their usual channels. They can also use AI to refine their wording before placing it into the branded layouts.
Finventro is available for a one-time purchase of £6,000 for a firm-wide licence, with no recurring software subscription or per-seat fee. Its 7-day money back promise allows firms to request a refund within seven calendar days of purchase if Finventro is not right for them, subject to the terms of purchase.
Demonstrations and further information: finventro.com/uk.
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