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Premium Website Plan
Our Premium Website is the “crème de la crème” for financial advisors who want their Internet business to stand above the rest. This deluxe service plan allows advisors to customize anything they want, use their own logo(s) and incorporate original graphics.
Premium Website features
Exclusive Premium
Website features
Website features
- Custom design templates
- Navigation menu
- Custom banner
- Company logo(s)
- Animated content images
- Custom form design
All Business and Brochure Website features included
- A unique domain name
- 100+ template choices
- Unlimited pages, content
- Unlimited images and graphics
- Links to popular websites
- “Email Us” feature
- “Locate Us” – Map to office
- “Request Information” form
- Site statistics
- Tell a friend
Online profiling
questionnaires
questionnaires
Online profiling questionnaires for customers and prospects to help financial advisors sharpen their marketing message.
Seminar form
The seminar form enables financial advisors to use their websites to promote their seminar schedules online. Clients can conveniently register for seminars on their advisor’s website, and the advisor automatically receives notification of all new registrants.
40+ financial calculators
40+ financial calculators are available for customers and prospects to use.
Lockbox
- Post client statements online – added security with a personal password
- Collaboratively edit documents with associates around the world
- Access documents from any Internet connection
- Strong and secure 128-bit encryption
Newsletter library
A newsletter library of more than 400 FINRA-approved articles covering the following topics: Retirement, Tax, Educational Planning, Estate Planning, Your Home, Personal Finance, Investments, Short Takes, Family Protection, Business Owners and Financial Glossary. Each topic includes an overall description with links to various articles related to the specified topic. (Provided by Liberty Publishing)
Complete investor
research center
research center
- Stock quotes
- Market summary report
- Market reports
- Mutual Fund Center (content provided by Thomson)
- Sectors search
- Company search
- Current financial news
- Graphs and charting functionality
- Company profiles
- Company financials section
- Competitors section
- Portfolio checkup
- SEC filings
Business builders
Tell-a-friend new business generator
Portfolio reporting section (fees may apply)
Portfolio reporting section, which enables advisors to post portfolio reports (created using Advent, Centerpiece or dbCAMS) directly onto their website for viewing by their clients.
Account access page
Account access page, which provides direct links into clearing firms, such as Schwab, Fidelity and Pershing, where clients can access their portfolios through your website.