Personal Finance News Coverage

We refresh your site with NASDR-reviewed news articles written for your clients. That's different from reference material, like "What's A Variable Annuity," and articles cloned from libraries. It's our news coverage designed to help you manage client expectations about returns and explain new strategies.

Your clients are bombarded by news in the consumer press that undermines your relationship with them. You need to fight the minute-by-minute coverage of financial news on the Web. Providing intelligent news on the Web is crucial to your practice. You need to continually explain to your clients what's happening in the markets and the economy. You need to put the financial headlines in perspective. Our news coverage does that for you. We help you manage your clients' Internet experience and cover financial news from an advisor's perspective.

AdvisorSites regularly refreshes your site with:

• Feature Articles covering strategies for high-net worth individuals in depth
  
• Financial Briefs offering short stories that are easy-to-read
  
• Articles Of Interest featuring the best financial stories on the web to link to
  
• Data Bank with six colorful charts featuring Frank Russell style index data

Learn more about AdvisorSites' Content Packages

Market Data Package

Every site includes a data package for accessing stock and mutual quotes, charts and other data that are updated throughout the day. Your site can feature a personalized portal that enables each of your clients to track up to 100 stocks and mutual funds. In addition, each of your clients can track news on up to 25 companies or industries topics in which he or she is interested. Once you set up your portfolio or your news topics, it automatically creates a personal page for each client that is password-protected.

Learn more about AdvisorSites' Market Data Package.

Your BackOffice

AdvisorSites has developed a proprietary application to let you change your web site. You can change text and photos, and to add, edit and delete pages. The names of pages on the navigation bar can be changed and their order on the navigation bar shuffled. And you don't need to know anything about programming.

The back office allows you to add different types of pages. For instance, a plain text can be added to your site where you can upload Adobe Acrobat PDF files, so you can display client questionnaires, account forms, sales brochures, slide shows, or present an archive of your client newsletter. Other types of pages can also be added, allowing you to build new links on your site and add photos and much more.

Compliance

AdvisorSites' back-office enables your broker-dealer to monitor your site and approve any changes you make to it. Many of the nation's largest broker/dealers have access to the AdvisorSites Compliance Engine (ACE). If you would like your B/D to be given free access to ACE, please call us at (516) 333-0066.

AdvisorSites provides one hour of training on its back office when your site is ready to go live. While the back office is easy to use and intuitive, AdvisorSites also offers extensive ongoing support:

• Online help is available from your back office.
• A user manual can be downloaded from the AdvisorSites web site.
• AdvisorSites help desk is manned with experienced personnel between 9 a.m. and 7 p.m. ET Monday through Friday.
• Back office training sessions are given in a conference call once a month.

Support

We give one hour of training on the back office. Extensive ongoing support is also available:

• Online help is available from your back office
  
• You get a 70-page user manual
  
• Help desk is manned with experienced personnel

AdvisorSites has built a reputation for excellent service. If you'd like references from other advisors,

Call Toll-Free: 1-888-274-5755