Website Plan Service Levels

Our Brochure Website provides your financial advisors with all the tools they need to begin connecting with their clients and prospects. We help them select the layout for their website from a suite of custom designed templates. We then enhance this with a look, feel and content that will support their business marketing plan and enable them to service the clients and prospects in their target audience. AdvisorSquare websites provide the interactive financial content that will provide a meaningful experience to every client or prospect who visits the advisor’s website.

Each site is supported by a dedicated Implementation Specialists and includes free edits on all content pages. Whether you make changes yourself with our easy-to-use Content Editor or take advantage of our highly experienced staff, it’s all included in your monthly hosting fee. Unlimited phone support. Free edits on all content pages.

The Brochure Website package includes:

• A unique domain name
• 100+ Template choices
• Unlimited pages, content, images/pictures
• Link to popular websites
• "Email Us" feature
• “Locate Us” - Map to office (restrictions may apply)
• "Request information" form
• "Tell A Friend" form
• Site statistics

*Custom work to be done on an individual basis at an hourly rate of $100/hr

Our Business Website is the standard for representatives who want to aggressively maximize the return on their Internet business presence. Maximum flexibility enables them to develop an Internet presence that will significantly enhance business development and marketing efforts. Unlimited interactive content, business building tools, functionality and cost have made theBusiness Website the #1 choice for financial advisors.

The Business Website package includes everything from the Brochure Website plan, PLUS:

• On-line profiling questionnaires for customers and prospects help the representative sharpen their marketing message.
• The Seminar Form enables the representative to use their website to promote their seminar schedule on-line. Clients can register conveniently on the website for seminars they wish to attend and the advisor will automatically be notified of all new registrants.
• 40+ Financial calculators are available for use.
• A newsletter library of over 300 FINRA approved articles on 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 a description with links to various articles related to the specified topic. (Provided by Liberty Publishing)
• A complete Investor Research Center which includes:
  • Stock quotes
  • A Market Summary report
  • Market Reports
  • A Mutual Fund Center (content provided by Thomson)
  • Sectors Search
  • Company Search
  • Current financial news
  • Graphs and Charting functionality
  • Company Profiles
  • A Company Financials section
  • Competitors section
  • Portfolio Checkup
  • SEC Filings
• Business Builders:
  • Tell-A-Friend new business generator
• Portfolio Reporting section enables reps to post portfolio reports created using Advent, Centerpiece, or dbCAMS directly onto their website for viewing by the client.
• Account Access Page: AdvisorSquare also provides direct links into clearing firms such as Schwab, Fidelity, and Pershing where clients can access their portfolio through your website.

*Custom work to be done on an individual basis at an hourly rate of $100/hr