Two tools, one goal
Everything you need to grow — properly
Ivanta Growth
Done-for-you Meta campaigns
Done-for-you Meta campaigns under your own brand, with every lead and meeting visible in your portal.
- Managed Meta campaigns
- Your firm's branding
- Your compliance team approves everything before launch
- Leads delivered to your portal
Ivanta Pro
Reports drafted for your review
Suitability reports and vulnerability assessments drafted from your client meetings, for your review and sign-off.
- Suitability reports drafted from your meeting transcript
- Vulnerability assessment support
- Adviser review and sign-off required
Meet Ben
Ivanta is run by Ben. You deal with him directly, not a call centre. Ben previously ran a lead generation business supporting financial advisers.
Book a 30-minute callReady to grow your practice?
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