Get Fact Sheet (PDF)

Choose our GOLD content package and combine the cost-efficiency and convenience of a template website with extensive site features that make your site much more elaborate and appealing to all kinds of clients. Each month, you get topical financial planning articles – prepared fresh by our team of veteran financial journalists - you choose from a variety of subjects and topics that will be of interest to the young and old, aggressive and conservative, and more. Then add your own personal commentary whenever you want by using our powerful yet easy to use BackOffice tool. You also enjoy a tremendous diversity of information that’s posted at your site, including stock quotes and quarterly charts that depict a wide range of variable historical data that’s invaluable to many clients. Because it’s a template site, it’s easy and affordable for you. Just choose from dozens of pre-designed motifs. We’ll customize your selection with your company’s name and logo. And we’ll have you up and running in minimal time with a GOLD site that offers deep and varied features and benefits.

Click here to request more info about Template Website

Click here for Order Form

Features

• More features, more articles, and more value!

• Eight 400-word financial planning articles (prepared by AdvisorSites) on your site. New ones every month.

• Market Data Bank: Six colorful charts based on Frank Russell data summarizing long-term market performance. Updated quarterly.

• Stock and mutual fund quotes and charts, plus major market and foreign indexes updated continuously throughout every market day.

• Portfolio tracker for each of your clients.

• Select from dozens of pre-designed motifs to give your website the look you want. AdvisorSites will customize the site with your company name and logo.

• AdvisorSites BackOffice: Use it to add text, pictures, links and new pages.

A website archiving tool for RIAs and BDs. Store copies of your site locally for regulators.

• Three POP email accounts and web hosting included

• Two hours of site service, support and maintenance work from our tech staff.

    
 
 
 
 
AdvisorSites | Client Newsletters | Branding | Brochures | Writing Services
About Us | Alliances | Samples | Institutional Services
Privacy Policy | Join Conference | Support | Contact

©2008 Advisor Products, Inc. All rights reserved