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Help clients and prospects cope with the dizzying array of decisions they must make about their finances by providing them with intelligent information about financial planning and investing. You'll strengthen your relationships by providing clients with sensible personal finance ideas presented on your site and in email newsletters. You'll attract new clients because they will associate these intelligent financial ideas with you. With a Template Platinium website, you'll provide your clients and prospects with a selection of in-depth editorial content and insights. Each month, you get topical financial planning and investment articles, and every quarter you get new in-depth news features–-all prepared by our team of veteran financial journalists. And you pick the stories that go on your site! You can add your own personal commentary whenever you want using our powerful yet easy to use BackOffice tool. When we customize the site with your business name and logo website, you’ll have an extraordinarily effective means for marketing your practice and communicating with clients. You get eight hours of support from our tech staff, so you can call us anytime for help with managing your site. We'll put up new content on your site or make other changes that come up from time to time. You’ll make an extraordinary impression on anyone who visits your site.

Features

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

• Six 800-word financial planning news features, in-depth, original stories by our experienced staff of financial writers. New feature stories quarter that promote intelleigent questions from clients and prospects..

• Twelve 400-word financial planning articles on your site (prepared by AdvisorSites). New stories added 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 a portfolio tracker for every client.

• 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 website hosting included

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


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