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MyCMO Marketing Platform

Marketing Made Easy with this Automated Platform


What if you had your very own Chief Marketing Officer? MyCMO is just that! MyCMO allows you to execute all of your marketing efforts in a scalable, yet personal way on one convenient hub. Connect with your clients and build deeper relationships with pre-approved emails, social posts, greeting cards, newsletters, and more. With MyCMO, you can send the right message to the right people at the right time with just a few clicks!

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Pre-Approved Content Library

MyCMO content is authentic and written with your clients in mind. Access a library of email campaigns, social media posts, greeting cards, newsletters, calculators, event kits, videos, and more.

Built-In Compliance Workflow

Custom content is automatically routed through the built-in compliance workflow for simple, one-step submission, review, and approval.

Printed Greeting Cards

Add a personal touch to your client communications using printed greeting cards mailed with an actual stamp. Send cards for client birthdays, holidays, milestone moments, thanks or just because!

Contact Management

Easily manage your clients and prospects using import files that allow you to save time entering new contacts and managing contact groups. Redtail users can leverage the bi-directional sync to MyCMO.

Pre-Built Event Kits

Show your clients how much you appreciate them with an event! Send save the date cards, invitations, social media posts, thank you notes, and more; making it easy to plan, promote and follow up after your event.

Set and Forget Campaigns

With MyCMO Pro, create reliable and memorable touchpoints with your clients, helping to strengthen your relationship. Use “ongoing” campaigns, like Monthly Market Insights, that you can easily set and forget.

Ready for an Extraordinary Partnership?

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2300 Windy Ridge Parkway
Suite 750
Atlanta, GA 30339

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.