Reach us directly and confidentially at
833-962-8807 (text/call)
Have questions about how we work and what you get? We’ve got all the answers you need. Learn how your dedicated Fractional Marketing Manager and flexible monthly resource units combine to drive custom, compliance-ready growth for your firm.
To keep onboarding completely frictionless, you join our secure Azella Slack workspace. Upon contract signature, we immediately spin up a locked, strictly private channel customized exclusively for your firm (e.g., #azella-yourfirm). Your data and strategy conversations remain 100% hidden and confidential from other external users.
To protect project velocity and minimize execution confusion, we recommend and restrict channel access to a maximum of three (3) primary team members from your firm. Having a small, designated group of decision-makers handles communication cleanly, keeps design feedback focused, and ensures requests move through the pipeline without conflicting direction.
We do not rely on generic, out-of-the-box marketing templates. Every creative asset, website update, and strategy track is custom-built from scratch to align perfectly with your unique brand identity, target demographic, and RIA compliance requirements.
To maintain elite quality and rapid turnaround speeds, we strictly enforce simultaneous production caps in the In Production (Active) column based on your tier:
Your team can dump an unlimited number of tasks into the Request Backlog column. Our creative team will pull items into production up to your active tier cap. The moment you review a draft and mark it as approved, it moves to Completed / Done. Your embedded Lead instantly drags the very next prioritized item from your backlog into active production.
Revisions are completely unlimited. If an asset needs an update, simply leave a comment directly inside that task card on your Slack List or reply to the review thread. Revisions remain in your active production slot until they are finalized and approved by your firm.
For firms onboarding with Azella for the first time, a one-time configuration fee of $500 is applied at initial checkout. This covers your white-labeled client configurations, secure compliance framework setup, and the custom architecture of your dedicated Slack tracking environments. Existing clients are automatically exempt from this fee.
We believe in earning our seat. For your first 3 months, we operate under a reduced monthly rate ($1,500, $2,800, or $3,600 depending on your tier) to clear your initial backlog and demonstrate our speed. On Day 91 (Month 4), the subscription automatically matures to your tier’s standard monthly investment ($2,000, $3,200, or $4,200/mo) without you needing to sign a thing.
All onboarding setup fees and recurring subscription payments are 100% non-refundable once processed. If a cancellation request is submitted, your service remains fully active through the end of the current billing cycle. No partial or prorated refunds are issued for the active billing month.
Once your initial 90-day promotional window closes, your account shifts into standard subscription terms governed by Section 6 of our Master Terms of Service:
Standard resource units are designated for ongoing tactical execution, channel maintenance, content optimization, search authority, and marketing collateral. Deep, standalone corporate website overhauls, custom enterprise resource centers, long-form compliance video production lines, or complete firm rebranding initiatives are excluded and require separate standalone project scopes.
Software platforms like FMG or Snappy Kraken are excellent library tools, but they are completely passive. They require you or your staff to act as product managers—logging in, selecting generic pre-written content, navigating compliance, and forcing software adoption. Worse, your competitors are using the exact same libraries, making your brand look identical to every other firm on the market.
Azella is an execution and real strategy partnership. Instead of giving you a dashboard and an empty queue, we build everything completely from scratch—tailored exclusively to your firm’s specific values, voice, and local compliance needs. We don’t hand you software tools; we hand you a dedicated tactical lead who drives custom initiatives from end to end.
Automated libraries are restricted to standard, out-of-the-box email newsletters and basic compliance articles. They cannot create bespoke growth assets that capture real local authority. Azella delivers high-end, custom creative and technical production, including:
Not at all. You do not need to cancel your existing software subscriptions to work with us. In fact, many of our clients continue to maintain FMG or Snappy Kraken for compliance archiving, automated regulatory feeds, or pre-approved market insights.
The problem most advisors face isn’t the software itself—it’s that they don’t have the internal time or specialized skills to manage, customize, or execute campaigns within it. They become stuck acting as technology administrators instead of growth-focused advisors.
We treat your existing software as part of your broader infrastructure. Your embedded Fractional Marketing Manager and execution team will log in and handle the platform completely on your behalf. We bridge the gaps that generic software platforms inherently cannot touch by: