Enterprise-grade compliance-ready, marketing content.

Content Library as a Service (CLaaS)

Each dealer-level AIM tier includes access to a continuously refreshed library of compliance-ready marketing content. The depth, breadth, and refresh rate of the content library scale with your dealer tier investment. Enterprise-grade marketing content, continuously refreshed and compliance-ready.

Content Library Access and Licensing

The Content Library is FREE for advisors subscribed to any marketing package through their dealer’s Adivsor Integrated Marketing (AIM) program. Advisors without a package may access the library for a standalone fee. All content remains the copyright of inSymmetry, but advisors receive time-limited licences for usage.


Note: All content in the CLaaS is pre-vetted for CIRO compliance, written in plain language for client understanding, and designed for multi-channel distribution (email, social, print, web).

AIM Lite CLaaS

10 CORE PIECES +
1 NEW PIECE QUARTERLY

AIM-Lite CLaaS provides a starter library of compliance-ready advisor content: seasonal campaigns, client checklists, email templates and social graphics, refreshed quarterly for consistent multi-channel marketing.

AIM Core CLaaS

25 CORE PIECES +
2 NEW PIECES QUARTERLY
Includes all AIM-LITE content, PLUS:

AIM-Core CLaaS includes everything in AIM-Lite, plus a broader set of planning guides, educational series, market-volatility client communications, and webinar-ready materials, with new content added quarterly. 

AIM Growth CLaaS

40 CORE PIECES +
4 NEW PIECES QUARTERLY
Includes all AIM-CORE content, PLUS:

AIM-Growth CLaaS includes everything in AIM-Core, plus advanced HNW and business-owner themes, decumulation and wealth-transfer content, and more multimedia-ready assets like video scripts and podcast outlines, refreshed quarterly. 

Benefits of AIM for Dealer Firms


Dealer firms will benefit from the AIM program through reduced operational complexity, improved advisor satisfaction, and measurable network growth:

  1. Operational efficiency through centralized marketing management
  2. Faster advisor onboarding and time-to-productivity
  3. Reduced compliance risk through pre-vetted, dealer-approved materials
  4. Improved advisor retention through differentiated support offering
  5. Measurable ROI through network-wide performance tracking
  6. Competitive advantage in advisor recruitment
  7. Scalable infrastructure supporting sustainable network growth

Ready to Solve Your Content Challenge?


Book a 20-minute consultation and we’ll show you exactly what content is included, how it’s refreshed quarterly, and how it integrates with your dealer’s AIM program or works as a standalone solution..

BOOK A 20 MIN CONSULTATION

Other Services

Beyond our core programs*, we offer specialized services that strengthen your firm’s market position, support advisor growth, and address specific operational needs.


Expand your dealer marketing capabilities with:

  • Advisor recruitment marketing programs
  • Dealer brand development and positioning
  • Compliance content development and review workflows
  • Advisor training and enablement programs
  • Executive communications and thought leadership
  • Crisis communications and reputation management
  • Custom content creation for firm initiatives
  • Marketing technology integration and optimization
  • Regional market analysis and strategy


Outcomes:
From advisor recruitment campaigns and brand positioning to compliance workflows, training programs, and crisis communications, these specialized services integrate seamlessly with our core programs to help your firm attract and retain top advisors, build market credibility, and convert network growth into sustainable competitive advantage.

*Disclaimer:   All projections (leads, conversion rates, ROI) are illustrative and not guaranteed; results will vary based on dealer approval, compliance requirements, audience, budget, and market conditions. Ad budgets, technology platform expenses and print deliverables are estimates and not included in fees.

Compliance Note:  All activity is subject to dealer review and approval under CIRO DC Rule 3600. Email and SMS follow CASL requirements for consent, identification, and unsubscribe.

How It Works

1. Contact us

Contact us by email or via the contact form for Discovery.

2. Tell us your needs

Describe your firm's growth objectives and current advisor support infrastructure.

3. We’ll prepare an estimate

We'll prepare a comprehensive program plan with detailed cost model for your review and approval.

4. Program begins

Once we've agreed on all details, we'll begin with strategic onboarding and infrastructure setup.

5. Systematic execution

Your program runs on schedule with monthly reporting, quarterly optimization, and continuous compliance support.

Dealer firms providing structured marketing support see 3.2x higher advisor retention rates, 47% faster new advisor productivity ramp, and consistent 15-20% annual network growth compared to firms offering ad-hoc or limited marketing assistance.


Based on inSymmetry analysis of Canadian dealer firm performance data, 2023-2024