Advisor Website

User-Friendly Setup and Editing

Our websites are quick to build and easy to maintain thanks to an intuitive, interactive editing tool. Choose to build your website yourself or select website onboarding for concierge setup. Our innovative templates make it easy for you to build your website in mere minutes; simply select your template, customize the layout and add content from our ever-expanding FINRA-reviewed content library. If you elect one of our onboarding packages, you will be paired with a website specialist for one-on-one design and layout consultation and custom page creation. Plus, take advantage of our:

• Free helpdesk support
• Integrated compliance review
• Search engine optimization
• Detailed website analytics

Modern, Customizable Designs and Features

Separate yourself from the competition and promote your brand when you choose and customize one of our many available designs. Featuring flexible layouts, customizable colors, callouts and more, your website will feel one-of-a-kind and speak to your unique brand. Plus, we provide advanced add-ons like an SSL certificate and a blog, demonstrating to your prospects your modern business practices. Our templates and added website features allow you to:

• Integrate your own logo and other brand elements
• Add custom content such as account access links and branded documents
• Remain current on website security best practices
• Engage prospects and clients with fresh content

Client Engagement Tools

Interact with your clients and prospects and maximize your website ROI. With our robust library, you are able to leverage your website as a go-to resource for your clients. Our professional, easy-to-digest content is FINRA reviewed and ready to publish. These timely updates keep your prospects and clients coming back to your website for more, increasing your business building potential. Our engagement resources include:

• Educational videos on timely financial topics
• Research and newsletter articles that offer clients actionable news
• Interactive financial calculators clients can use to test “what-if” scenarios
• Magazine-style flipbooks that illustrate key financial concepts
• Quote request forms
• Refer a friend forms
• Event and seminar calendars and registration

Standalone Customizations

If you have a specific feature you’d like to include in your Advisor Website, our Custom Design Services team is here to help. Whether it’s adding social media icons into a new section, updating the look of an existing feature, implementing a lead capture form or redesigning an entire page, the team can make it happen.

See examples of customizations with our Premium Features demo.

Available customizations include:

• Video background
• Textured background image
• Success Stories page accordion
• Custom slider height and width
• Three-column display
• Custom Blog with email signup

Custom Design Services

If you’re looking for a truly unique website for your advisor practice, our Custom Design Services team is available to help. Combining premium templates with custom designed pages, your dedicated web designer works with you to:

• Elevate your website into a client engagement platform
• Help differentiate you in a highly competitive marketplace
• Optimize your online prospecting, referral capture and nurture clients
• Capture client and prospect information

This service includes:

• Discovery phone call and two rounds of design and development revisions
• Custom masthead that brings your brand to life
• Typography that creates visual depth
• Client engagement elements, including custom CTA buttons
• Homepage, subpage, team and bio pages, contact page and up to five custom designed pages

See a sample of our premium templates

Advisor Website Solution Features

User Friendly Setup and Editing

• Fast, easy setup
• Interactive editor for content changes
• Free technical support
• Integrated compliance review

Premium Financial Content

• FINRA reviewed
• Concise, digestible, and educational
• Video library
• Research and newsletter articles

Modern, Customizable Designs

• Flexible styles
• Mobile-friendly designs
• Customizable pages
• Advisor practice branding
• Add custom content
• SEO tools and features

Client Engagement Tools:

• Quote request forms
• Refer a friend form
• Event and seminar calendar