From market updates to client touchpoints — Aspen writes, personalizes, and sends every email automatically, fully compliant.
Aspen handles every type of email your practice sends — automatically, personalized, and on-brand.
Personalized commentary sent automatically based on each client's portfolio.
Personal touches sent on time, every time — without you thinking about it.
Review meetings scheduled and sent with the right message for each client.
Your latest thinking delivered to the right clients automatically.
Follow-ups that move prospects forward without manual outreach.
Confirmations and updates sent instantly, always on brand.
First impressions handled with polished, personalized communication.
Attendees nurtured into meetings automatically.
Every email is generated, personalized, and timed based on real client data — not static templates or pre-built campaigns.
Each email is written for the individual — based on their portfolio, behavior, and context.
Emails adjust based on opens, clicks, replies, and client activity — automatically.
Market updates, life events, and client signals shape what gets sent and when.
Subject lines, timing, and messaging improve automatically with every send.
Aspen is trained on millions of advisor emails — so every message reflects what actually works, from subject lines to tone to structure.
Q1 Market Update: What It Means for Your Portfolio
Hi Sarah, here's what the latest market movements mean for your specific allocations...
Happy Birthday, James! 🎂
From all of us at Meridian Wealth, wishing you a wonderful birthday. Here's to another great year...
Time for Your Annual Review — Let's Connect
Hi David, it's been a year since our last portfolio review. I'd love to schedule 30 minutes to...
Millions of emails analyzed
Patterns, language, and structures that drive responses.
Continuously improving
Every send makes future emails smarter.
Built for advisors
Tone, compliance, and messaging aligned to your industry.
Every email is generated with financial compliance in mind — with audit trails, pre-checks, and firm-level approval workflows built in.
Compliance Dashboard
All checks passing
Pre-approved messaging frameworks aligned with compliance teams
Full audit trail for every email sent
FINRA/SEC-friendly language built into every message
Firm-level approval workflows before sends go live
Automatic archiving for regulatory record-keeping
Disclaimers and disclosures auto-inserted per firm rules
Seamless integrations with the platforms you already use.
From idea to send. Every marketing email, follow-up, and touchpoint handled for you by Aspen.
Sign Up