For financial advisors and wealth managers
Your clients trust you with something important. Your holiday card should feel the same way: quiet, well made and clearly from you. These holiday ecards for financial advisors are short animated cards with your firm's logo, colors and words, sent by email to clients, their families and your centers of influence. Build it in your browser and see the finished card before anyone pays for it.
No account until you pay. Compliance sees the finished card by link. One price for your whole list.
Since 2003
"Clients love it!"
Fiduciary Investment Advisors, LLC
"MarketCounsel received a huge response from clients when we sent out CHE's Holiday E-card this season, and that's exactly what we wanted."
MarketCounsel, LLC
"...even referred some people to you who asked who we used..."
Munder Capital Management
Made for an advisory firm
Type your firm's website address and the card takes your brand colors and finds your logo. Or drop in a logo file and the colors are read from it. Then every line of text is yours: the greeting, the message, and whether it comes from the firm, the advisor or the whole team.
The result is a financial advisor holiday card that plays like a short film: your logo, your colors and your words, with music, full screen on a phone. It plays on its own web page, and the email that carries it to your clients is designed for you, with an animated or still graphic of the card. The demo on this page was set up for an advisory firm in plum and amber; press Make this yours and the studio opens it in those colors, ready for your own logo.
Type your firm's website and the card takes your colors and finds your logo.
A watermarked approval link your compliance team watches, with no account and nothing to download.
Season's Greetings, Happy Holidays or your own words, signed from the firm, the advisor or the whole team.
Send it yourself from Outlook, Mailchimp or Constant Contact, and the list never leaves your system.
Your website, a page to book a year-end review or any page of yours, shown when the card finishes.
The card's page shows how many people actually watched it, and sets no cookies on your clients.
Three steps
Pick a design and type your firm's website. Your logo and colors come in.
Change the words, watch the finished card play, and send compliance the approval link.
Pick your list size and buy. We send it, or you send it from your own email platform.
The catalog
The demo above is one of 51 holiday designs, and every one of them takes your firm's logo, colors and words. Press Change Colors to see a design in your colors, Preview to watch it, or Customize to open it in the studio.
Clients read a card from their advisor closely, so keep it short, warm and personal. A good holiday message to clients from a financial advisor thanks them for their trust, wishes them a good season, and says who it is from. Leave out markets, returns and anything that reads like advice. Start from one of these and change any word.
"With thanks for your trust this year, and best wishes for the holidays and the year ahead."
"Wishing you and your family a peaceful holiday season."
"Season's greetings from all of us at [firm name]."
"From everyone at [firm name]: thank you for letting us be part of your plans this year. Happy holidays."
"Thank you for the clients you have trusted us with this year. Warm wishes for the season from [firm name]."
"Wishing you a restful holiday season and a good year ahead."
"To everyone at [firm name]: thank you for the care you give our clients every day. Enjoy the holidays."
More wording ideas for wealth management holiday greetings are in our holiday card messages for business.
Many advisors still mail a printed card to their closest households. Digital holiday cards for financial advisors reach the rest of the book, and the people who send you clients.
A card holds one message, so many practices make two holiday ecards for wealth managers and their teams: one for clients and centers of influence, one for the firm itself. Copy the first card, change the words, and both live in the same account.
Your book includes clients of many faiths and none, so most firms choose Season's Greetings, Happy Holidays or best wishes for the new year. Every word on the card is yours to type, so the same design carries whichever greeting fits your clients. The season is not easy for everyone; for a household that lost someone this year, a quieter line such as "Thinking of you this season" is often kinder than a cheerful one, and a second card makes that simple. Some firms send a thank-you at Thanksgiving instead, which arrives before the December rush.
A client communication from an advisory firm usually needs a yes from compliance, a principal or a marketing committee. Press Send for approval and pass on the link. It shows the real, finished card with a watermark, has nothing to download, and needs no account, so a reviewer can watch it on a phone between meetings.
When the card is approved, answer one question at checkout and the clean card is made in about one to two minutes. Nothing is bought, and nothing goes to a single client, until you say yes.
There are two ways to send, at the same price.
Either way, the email is designed and tested to render as widely as possible, and the card's own page sets no cookies on your clients and is kept out of search engines. How each way works · Privacy.
Your firm decides every word on the card, including your firm's name and any disclosure your policies ask for. Whether a holiday card is treated as a client communication, and how it is reviewed and kept on record, is your firm's call. If you are unsure, ask your compliance team before you send.
The season is a natural moment to meet before the year turns. When the card finishes, it shows a row of links you choose, so a client who enjoyed the card can book a year-end review in one click, visit your website or find your social accounts. The card says thank you; the link does the rest, and nothing about it feels like a sales letter.
Early December is the usual window: after Thanksgiving, and before clients leave for the holidays. Send it midweek, in working hours, when it lands in an inbox people are reading rather than a long weekend. If we send it, you can schedule it ahead of time.
Closing for the holidays? Add your holiday office hours as one of the card's ending links, so clients know when the office is back.
| People you send to | Price (USD) |
|---|---|
| 0 to 500 people | $99 |
| 501 to 1,000 people | $249 |
| 1,001 to 2,500 people | $399 |
| 2,501 to 5,000 people | $599 |
| 5,001 to 10,000 people | $899 |
| 10,001 to 20,000 people | $1,499 |
| 20,001 to 30,000 people | $2,099 |
| 30,001 to 40,000 people | $2,699 |
| 40,001 to 50,000 people | $3,299 |
| 50,000+ people | Get a quote |
Prices in US dollars. One purchase per card. There is no subscription and nothing to renew.
Start from the demo in your colors, or pick any design.
More in finance and insurance: Thanksgiving ecards for insurance agencies · Holiday ecards for insurance agencies · Holiday ecards for banks and credit unions
Holiday ecards for every industry
All designs: holiday · Thanksgiving
