LiveSiteManager Monitor website visitors while they navigate
your site. Starting
at $39/mo.
LiveLockBox Exchange documents
with clients. Protected by 128-bit SSL. Only
$15/mo.
What is the
single most important factor in determining
initial & return traffic to your
web site?
The answer
— Content!
Give your clients
all the investment information they
will
ever need right on your web site:
Complete
Financial Newsletter Center
AdvisorSquare
has partnered with industry leaders,
like Liberty Publishing, Inc., to
provide you with the Internet's most
extensive library of financial content.
When you purchase a web site with
AdvisorSquare you will have access
to:
A library
of more than 250 financial articles
Approximately
ten (10) new articles added
per month
Over 15 varieties
of topics such as retirement,
education planning, and more
"Click
and Publish" newsletter
feature insures your site is
always fresh with new information
FinanceTV AdvisorSquare
in partnership with IMG Services now
provides a free video library of financial
topics within its web sites. Additionally,
AdvisorSquare customers receive significant
discounts on customized Internet videos
to promote their firms.
Investor Research
Center
AdvisorSquare
provides in-depth financial and market
data, plus high-level market analysis
tools that encourage repeat visits
to your site. Investors are able to
screen, rank, and profile over 20,000
stocks; access market news; track
their portfolios and print market
reports. Clients and prospects will
come to your site to check out the
latest stock market happenings:
Stock quotes
and charts
Market Summary
reports
Current financial
news
Portfolios
Mutual Fund
Profiles
50+
User-Friendly Financial Calculators
AdvisorSquares
interactive calculators not only
provide visitors with the answers
to simple questions, but will
also encourage them to consult
with you in order to make more
informed financial decisions.
We provide a large selection
of financial calculators from
which you can add with a click
of your mouse, including:
Education
Funding Calculator
Retirement
Calculator
Roth IRA Calculator
Mortgage Calculator
Mutual Funds
Calculator
Stocks Calculator
Real Estate
Calculator
Auto Calculator
Insurance Calculators
And more
Client
Center The AdvisorSquare Client
Center provides personalized information
to your clients. Conduct seminars
online and provide secure.
LivePresentation
Audience Log-in Your
clients can access one-on-one or
one-to-many client meetings or
product seminars on-line with LivePresentation.
LockBox
Document Access Your
clients can now access important
documents from your web site with
the confidence that all information
will be kept confidential. Lockbox
is ideal for storing and sharing
client accounts, portfolio analysis,
legal documents, and more.
Account
Access Using
passwords you assign, your clients
can access consolidated reports
on their investments. They can
view the reports online, download
them to their home or office, or
print them directly from your web
site, reducing your administrative
and mailing costs.
Portfolio
reports can be hosted from
Advent, Centerpiece, dbCAMS+,
National Datamax and other
portfolio software.
Assigned
passwords ensure secured access
and privacy to clients' online
reports.
Direct
links for account information
into clearing firms like Schwab,
Fidelity, and Pershing.
Data
from these aggregated portfolios
can also be ported to a variety
of financial software applications
within LiveOffice.
Links
Page
The
Internet Links Page is a wealth
of interesting and useful links
to other informative places on
the Web. We provide you with several
default links that you may choose
from in addition to adding your
own favorite links. There in no
limit to the amount of links you
would like to include on your site.