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Marketing Technologies

There comes a point when referrals alone won’t help you grow your business. When your contacts have been depleted and your AUM is stagnant, it’s time for some real marketing. But no matter how fantastic your administrative staff may be, few have the skills—or the time—to make marketing a priority.

At Lindner Capital Advisors, we offer some of the industry’s most valued marketing technologies to help you grow your business without adding additional resources. And if your business grows to the point that you do need dedicated personnel to support your efforts, we’ll be here too, helping you create the right technology mix to support your marketing goals.
While there are many tools on the market, we offer the following tools to our advisors at no cost.

  • Lead Generation and Referral

    The Infinata database is designed to help you gain a competitive edge, monitor industry updates, identify strategic relationships, track executives, and get daily alerts on market intelligence. It also generates leads in your area of the following: HNW individuals, 401(k)’s, business owners, foundations, etc.

  • 401(k) Marketing

    Designed to help advisors efficiently identify prospective clients, generate insightful reports, and prepare effective sales presentations quickly and affordably. The AdvisorLab is integrated with a record keeper (PCS) and Lindner’s model portfolios, and fees, to easily create effective “cost comparison” presentations for business owners.

  • Risk Assessment

    Riskalyze efficiently captures a quantitative measurement of client risk tolerance, and uses that data to win new clients and capture and meet expectations. It is seamlessly integrated with Lindner Capital Advisors’ model portfolios and can instantaneously generate a “risk number” for your client, as well as Investment Policy Statement.

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Of course, the technology landscape is ever changing. Interested in a solution that’s not listed here, or have a business challenge our technologies don’t address today? We want to know about it. We make it our mission to tackle the research and analysis of emerging technologies so you can focus on your highest priority: serving your clients.

Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
600 Village Trace | Building 23 | Marietta, GA 30067 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

LCA Form ADV Part 2A March 2017

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