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AdvisorSites creates content for exclusive use on sites we host. Articles are pegged off news events and reviewed by the NASDR before that are posted.
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Financial Briefs. Easy-to-read 300 to 500 word financial articles AdvisorSites writes each month and posts to the rep's web site, which can be emailed to clients and referrals. Four new stories are added each month.
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| Data Bank. Six charts using quarterly data from Frank Russell Company provide a graphical explanation of recent market performance, and explains the market's behavior from a long-term perspective. |
Articles Of Interest. Each month AdvisorSites researchers find insightful articles, consistent with an advisor's perspective, from the best personal finance articles on the Web. The rep picks the articles he wants on his monthly Articles Of Interest page and the prior three months of selections are archived on his site.
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Featured News. Exclusive, in-depth personal finance news coverage in the form of 700-to 800-word articles about cutting edge planning strategies and investment ideas for high-net-worth individuals. Theses articles are updated quarterly to keep the rep's site fresh. Reps can select one of these NASDR-approved articles each quarter from a list we provide and an additional four articles from prior quarters that are archived.
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All four content pages come with the $2,100 a year Custom site package. Financial Briefs and Data Bank come with a $1,300 a year Deluxe Template.
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Other Pages In AdvisorSites Web Packages.
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Home. Establishes the site as a financial portal for clients, and prospects get a first-impression of the rep's firm. For template sites, several pre-formatted layout choices are available. This page is hand-coded in custom sites.
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Who We Are. Biographies and photos of staff. For template sites, several pre-formatted layout choices are available. This page is hand-coded in custom sites.
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Services. A rep's online brochure. For template sites, several pre-formatted layout choices are available. This page is hand-coded in custom sites.
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Web Site Package Comparison Below is a chart comparing the pages reps receive with the our Web Site packages. |
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Silver |
Gold |
Platinum |
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1. |
Home |
Home |
Home |
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2. |
Who We Are |
Who We Are |
Who We Are |
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3. |
Our Services |
Our Services |
Our Services |
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4. |
Client Update |
Client Update |
Client Update |
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5. |
Web Resources |
Web Resources |
Web Resources |
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6. |
Contact Us |
Contact Us |
Contact Us |
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7. |
Account Lookup |
Account Lookup |
Account Lookup |
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8. |
Problem Solvers |
Problem Solvers |
Problem Solvers |
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9. |
Client Forms |
Client Forms |
Client Forms |
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10. |
Stock Quotes |
Financial Briefs |
Financial Briefs |
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11. |
Disclosure |
Data Bank |
Data Bank |
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12. |
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Disclosure |
Articles of Interest |
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13. |
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Stock Quotes * |
Featured News |
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14. |
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Personal Data Portal |
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15. |
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Disclosure |
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Client Update. Reps provide their own current information.
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Web Resources. Allows the rep to create links to other sites of interest. Reps can choose from our long list of links or create any links they want.
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Contact Us. A form on the page requests name, address, phone number and other personal data and provides space for questions or comments, which are then emailed to the rep. A map to the advisor's office is also available from this page.
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Account Lookup. A link to the rep's clearing firm is framed.
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Problem Solvers. A group of personal finance problem-solvers gives visitors interactive tools.
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Client Form Page. Reps can upload brochures, newsletters and any other type of content in Adobe Acrobat PDF files.
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| Market Data Package. Stock/mutual fund quotes and charts, market indices, top gainers/losers. (* Portfolio tracker with silver package) |
Personal Portfolio Tracker. Market data package with portfolio tracker and personalized financial news. Also includes market news, press releases and corporate briefs,
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Click here for pricing.
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Call Toll-Free: 1-888-274-5755
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