Websites & Content

Search the AdvisorTek Website and Content network for product and provider information to help you find solutions for creating an effective company website and providing fresh content to enhance your users experience. From website design and email newsletters to infographics and web calculators, the AdvisorTek directory will help you find the best providers for your unique needs.

Ativa Interactive Corporation

Phone: (905) 648-3221

Add instant interactivity to your advisor or corporate website.
Spend less time managing your software and more time engaging your clients and prospects. Since 1996, Ativa Interactive has been developing financial planning software, website content and calculators for financial advisors, institutions and employee financial education providers.

All Ativa calculators and infographics are:

  • simple to install / post on your site.
  • calculators are easy-to-use and allow clients to enter different scenarios to personalize their results.
  • customized with your company name, logo and your specific call to action.

Reinforce Advice for Clients 
Support your recommendations by allowing clients to easily work through specific calculators on your website to help them get a clearer picture of their current financial situation, their future needs and the value of working with a professional.

Educate Prospects
Educate prospective clients through financial calculators that offer easy-to-use “what-if” scenarios. Provide additional value to help them better understand areas including retirement, tax planning, education planning and insurance. This will help create urgency and encourage them to seek professional advice.


Canadian Financial Publishing Group
TD Canada Trust Tower
55 King Street West, 7th Floor
Kitchener, ON N2C 4W1

Phone: (800) 819-8706

Professional Advisor Website. Includes compliant Financial Independence Library and introductory pages for finance. Our websites are compliant with all the major financial companies.Select Content for Your Business Focus. Compliance Manager Software governs articles in all major financial disciplines, including Life Insurance/Segregated Funds; Mutual Funds; Group Benefits; Critical Illness; Long Term Care; Business Succession Strategies using Agreements; RRSPs/TFSAs/RESPs with Tax & Estate Planning; Video Introductions & Lessons. Financial E-Newsletters Track Client Interests. Launch our E-Newsletters to generate and track campaign leads using our approved affiliates: Constant Contact or Campaign Monitor. Edit Your Own Web Pages. No more waiting. Just login and edit.

Advisor Designs

1910 4th Ave E, #186
Olympia, WA 98506

Schedule a call:

Advisor Designs knows what you are up against on the web, do you?

  • One Google search – hundreds of results
  • Users time investment on a website – 8 seconds
  • How often users navigate off a website – 91%

We understand how fast your audience is caught or lost, and we are not intimidated. We promise credibility-based design to keep their eyes on you. Increase your conversion rate. From brand construction to interactive websites, we protect and develop your relationship with your clients. Tell us your online goals, and we will get you there. Compare web packages and call (360) 350-1150.


AdvisorFlex Websites

1436 A Street, Suite #103
Washougal, WA 98671

Phone: (360) 335-3393

We utilize the latest Web 2.0 technology to develop your firm’s database driven advisory website. Our AdvisorFlex Websites will quickly enhance your industry creditability, online presence, and professional brand. These full-featured advisor websites aim to offer flexible functionality options to enhance your marketing potential, business operations, and client experience. Our easy to use Content Management System and Interactive Modules will keep your viewers coming back for more.

AdvisorNet Communications

2476 Aladdin Crescent
Abbotsford, BC V2S 5K7

Phone: (866) 853-2980

AdvisorNet provides customized websites and interactive email newsletters to independent financial professionals. With over 12 years of experience in the financial planning business, we understand the pressures that advisors face when trying to manage their business and market themselves effectively. We provide a completely full-service system which begins with a ready-to-go website and then continues with automatic content updates and monthly email newsletters. Using an AdvisorNet website and email newsletter enables an advisor keep themselves “Top of Mind” with their clients without have to spend a lot of time managing the technology themselves.


LiveOffice LLC
2780 Skypark Drive, Suite 300
Torrance, CA 90505

Phone: (800) 251-3863

AdvisorSquare is the nation’s number-one provider of websites designed specifically for financial services professionals. The company was founded to provide investment advisors with the Web-based tools they need to establish an online business presence in their highly competitive market. Since it’s inception in 1998, AdvisorSquare has helped more than 15,000 investment professionals nationwide use the Internet to grow their businesses. Whether customers choose a fully customized website design or from more than 100 professionally designed templates, all AdvisorSquare websites include easy-to-use, feature-rich communication and collaboration tools to complement the many facets of financial services practices—all at an affordable price. Customers can select subject matter from a variety of personalized content pages, FINRA-reviewed financial articles, a comprehensive Investor Research Center, valuable financial calculators and countless customization options.

Advisor Products Inc.

1025 Old Country Road, Suite 223
Westbury, NY 11590

Phone: (888) 274-5755

Advisor Products is a leading financial services client communications and marketing company, serving more than 1,800 independent financial advisors. If you want a great website, client newsletter, or brochure, you’ll love us. We can write your marketing copy, design your logo, print your stationery and give you advice and ideas. You’ll find our technology and personal service superb because we don’t settle for less.

Advisor Websites

1171 Hopeful Valley Ln
Maple Falls, WA 98266

Phone: 1-866-638-0273

Advisor Websites is committed to delivering the best possible websites to Financial Advisors across North America.  Our “No Contract” policy allows our clients to sleep easy night, without the fear of being tied down with expensive, lengthy contracts. Our crisp, professional websites, combined with our personalized customer support, makes choosing Advisor Websites an easy choice.

AlphaTrade Etrax Financial Content

930 West 1st Street, Suite 116C
North Vancouver, B.C.
Canada, V7P 3N4

Phone: (800) 681-7503

E-Trax is a set of more than 100 fully customizable financial content modules powered by All E-Trax modules provide dynamic financial content including stock market data and financial information right on your own website.

  • Multi-channelled or individual financial content modules
  • Fully customizable, including dimensions and colors, to match your website
  • Integrate into your business or personal website within minutes
  • Attract visitors and keep them on your website

Blue Fountain Media

102 Madison Ave, Second Floor
New York, NY, 10016

Phone: (212) 260-1978

Blue Fountain Media works with financial institutions, hedge funds, private equity firms and other financial service companies to provide websites that are designed to convey credibility and build trust. We work will a wide variety of financial service provides, from small businesses to Fortune 500 companies.

When it comes to an effective financial website design, trust is one of the most significant factors for a site’s success. A website that conveys that a business is trustworthy and professional is one that will gain the confidence of its visitors make them feel at ease when dealing with their finances. Our expert design team specializes in financial website design that is both clean and modern; ensuring that a business’s online brand is constantly evolving to meet the expectations of the financial landscape.

Durkan Consulting

1108 Dickens Drive
West Chester, PA 19380

Phone: (610) 453-8237

Durkan Consulting has extensive experience providing web-based solutions to companies in the Financial Services Industry. We can provide you with a site offering a number of features that will differentiate you from the typical “About Us” static boring sites to a site that will attract new prospects and keep your existing clients coming back.

Financier SEO

Financier SEO specializes in working with financial advisors and professionals across the globe, helping them obtain PAGE ONE placement on major search engines such as Google, Yahoo and Bing for their related keywords in their service area. We can help get you TOP placement on Google for the majority of the financial advising related keywords in your area. However, we only work with ONE company in each city, so call us at 713-857-8403 before your competitor does.


Family Office Network

2665 Fourth Ave.
San Diego, CA 92103

Phone: ( 866) 801-1553

FamilyOfficeNetwork is a leading provider of web-based client portals for advisory firms giving them the ability to securely share any type of file, report, or document with clients and the clients’ other advisors through a well-organized virtual vault. Tasking and other unique communication tools are included to help advisors more efficiently communicate, collaborate, and coordinate with clients and the clients’ advisory team. Advisors across the country have discovered significant savings in time and money, while improving their client service and technology offerings with FamilyOfficeNetwork. At the same time, they’ve experienced increased referrals, as a result of better collaboration with other professionals.

Faulkner Media Group

10801 Thornmint Rd , Suite 100
San Diego, CA 92127

Phone: (888) 364-1260

FMG Suite: The Complete Marketing Solution from Faulkner Media Group. At FMG, we design digital marketing tools that work together to showcase the advisor and attract new business. Dynamic Presentations that play on all devices, Live Video Footage of advisors, Websites with interactive elements, Video Email Newsletters on key topics, and a complete Social Marketing Solution combine to give the advisor a clear edge over the competition. And, our sophisticated platform allows us to offer all of these tools at a remarkable value.

With over two decades of experience in the financial services industry, we’ve done extensive research to understand the current need – both of advisors and of the various marketing and compliance departments tasked with overseeing them. As a new marketing partner we are not hampered by legacy issues – either of products or technology – which put us in a position to lead in the areas of digital and social marketing. Our goal is to be a company that listens to home offices and advisors, and continues to innovate in order to provide tools that are relevant and offer measurable value. As you include our tools in your marketing arsenal we think you will agree.

Financial Calculators Inc.

P.O. Box 1541
Riverton, UT 84065

Phone: 801-446-7822

The internet is increasingly driving the financial decision-making process for today’s consumer. One crucial step in this process is the ability to receive impartial advice and recommendations over the web–answers to real life financial questions. In response to this growing need for content, Financial Calculators, Inc. has developed a series of interactive, customizable financial calculators for your web site. The “Financial Concepts” online calculators are designed to answer consumer-oriented financial questions using the simplest input possible. Results are displayed in educational text, colorful charts and detailed tables for each calculator. We have developed and market tested over 100 Financial Concept calculators.

Financial Content

FinancialContent, Inc.
Corporate Headquarters
400 Oyster Point Blvd, Suite 435
South San Francisco, CA 94080

Phone: (650) 837-9850

FinancialContent is one of the industry’s fastest growing provider of financial data and tools. The company delivers comprehensive solutions for web, wireless and print clients that include stock quotes, charts, news, and over 75 different datasets. For more than three years, the company has turned the process of content aggregation and delivery into a sleek, turnkey subscription service. The company combines compelling content with unbeatable customer service to offer the industry’s best value proposition. FinancialContent is revolutionizing the way webmasters all around the world manage their content and enhance their businesses.

Financial Guidance Center

FSO Technologies, Inc.
270 Mason Street
Greenwich, CT 06830

Phone: (203) 869-0200
Website: Financial Guidance Center

The Financial Guidance Center offers nearly 3,000 pages of important financial guidance, designed to keep existing and potential clients returning to your site on a regular basis and thinking of your firm every time they do.Designed for ease of use and written by top accounting professionals in easy-to-understand language, the Financial Guidance Center suggests money and tax-saving ideas that clients, and potential clients, will turn to you to help implement. It consists of: Life Events Planning, Business Strategies, Tax Strategies, Investment Strategies, Tax Tools and
Financial Calculators.

Financial Planning Toolkit

Toolkit Media Group
(a Wolter Kluwer business)


We license the right to republish Financial Planning Toolkit…. 1500 hyperlinked documents and financial calculators that provide all the essential information a consumer needs to protect his or her family and plan a financial future.Content is organized into six modules: 1) Goal Setting and Data Collection, 2) Investments, 3) Taxes, 4) Insurance / Risk Management, 5) Retirement Planning, 6) Estate Planning … and is designed to provide individuals with “Total Know-How for Your Financial Future.” These private-labeled documents, calculators, and tools can help you:

  • demonstrate a commitment to helping your customers achieve financial security
  • increase traffic to your site
  • provide editorial support for your revenue-generating products services
  • present an objective perspective on the increasingly numerous and important financial decisions your customers/prospects/members are facing.

Financial Visions Inc.

971 Dewing Ave, Suite 203
Lafayette, CA 94549

Phone: (800) 593-9228

In the past, financial professionals had to choose between website providers delivering rigid, template-based design or costly custom websites. At Financial Visions we deliver the best of both worlds! You can select from our hundreds of pages of our content, and dozens of styles, and then easily add your own content, links, and information. You’ll build a comprehensive site in minutes, without the expense of custom design, and can edit your site as often as you like.


Suite 13-119 4th Ave S.
Saskatoon, SK S7K 5X2

Phone: (888) 288-567

We help Independent Advisors, Mutual Fund Dealers and Insurance Firms create competitive advantage by strengthening their client relationships through improved service and customer interaction. Our NetREP Enterprise Suite™ of online communications and workflow solutions are used by some of the largest and most profitable dealers and independent advisory firms in the industry. NetREP™ products are proven to help independents grow their business and at the same time automate, streamline and reduce the costs associated with more efficient and effective dealer – rep interactions.

KJE Computer Solutions, LLC
1730 New Brighton Blvd., PMB #111
Minneapolis, MN 55413

Phone: (612) 408-1092

KJE Computer Solutions, LLC prides itself on creating the best financial tools available for your website. Our feature packed calculators can truly make your site come alive! Try all 350+ financial calculators, each with dynamic graphs, customizable page layouts, colors and reports that are ready to put on your website!


936 Broadway, 5th Floor
New York, NY 10010

Phone: (212) 258-9200

Advisor eSuite is HNW’s SaaS software platform designed to empower independent advisors, small practices and enterprises to create, target and deliver sophisticated e-newsletters and client communications. HNW Advisor eSuite was born out of HNW’s wealth market insight, technology leadership and custom publishing expertise. It’s a growing toolkit of resources and information that empower financial advisors to build their practices with high-quality customizable e-communications and to gather measurable data to optimize future client interactions-creating more personalized, relevant client experiences while also maximizing return on their marketing dollar.

HNW Software, Inc. is a wholly-owned subsidiary of HNW Inc. and provides customized marketing software solutions to the U.S. Wealth Management market. Our software solutions and professional services are used today by over 10,000 financial advisors and the world’s leading wealth management institutions. Our commitment to technology and innovation continues to guide the development of proprietary software products designed to engage your clients in ways that deliver quantifiable results.

I Pro Advisers Inc.

Toronto, Canada

Phone: (416) 363-2220

I Pro Advisers inc. is the leading provider of Software as a Service (SaaS) Connecting Financial professionals with their clients all from one webportal. No need to learn half dozen software to run your business, Our sophisticated yet simple webportal allows Advisers to manage their website look and feel, email, newsletters, marketing campaigns, client communications and many more from one central location “Your Website” Our outstanding customer support around the clock helping you achieve your goals is our number one commitment to you. Visit us for a no obligation live demo.

ID Web and Print

83 Ryan Rd.
Athens, GA 30607

Phone: (706) 338-1464

ID Web and Print provides website development services to financial advisors. The websites we create feature:

  • Clean, modern, uncluttered layouts
  • WordPress as the content management system
  • Contact forms
  • An integrated blog
  • Facebook and Twitter integration
  • Smartphone and tablet optimization

With up-front pricing and online design demo’s we make the website development process straight-forward and easy.

Leadfusion Calculators

12707 High Bluff Drive, Suite 325
San Diego, CA 92130858.259.2100
Phone: (858) 259-2100


Leadfusion CALCULATORS help consumers answer their most important financial questions and, as a result, attract your best in-market leads. Leadfusion’s financial calculators are available in 18 different categories and over 150 different topics. These financial calculators help entice online leads into your sales process by using real-time profiling and segmentation to qualify and direct in-market consumers through a series of next-steps based on their data inputs and financial calculations. Leadfusion’s financial calculators can deliver immediate offers to these self-identifying, in-market visitors based on key profile data such as loan amount, income level or geographic location. Spanish language versions are also available for financial institutions with significant Spanish-speaking customer bases.


2739 U.S. 19 Suite 600
Holiday, Florida 34691-2705

Phone: (888) 800-0188

LightPort is the leading provider of Web solutions for the Financial Services industry, offering Web sites, secure reporting, Web-based document management and SEC compliant e-mail. During our seven years of service, we have developed secure Web applications for over 700 Financial Services firms. And, our applications have delivered over 30 million online financial statements, reports and documents for nearly a quarter of a million investors.

Meridian Interactive

4409 Poinsettia Street
Fort Myers, FL 33905


Meridian Interactive delivers superior design and marketing services to local, national and global clients. A preferred Forex & Financial Design Agency, Meridian provides original, specially tailored design for sites that embody brand integrity and inherent value in premier financial services.

Money Toys

Wheatworks Software, LLC
Post Office Box 7
Ruston, LA 71273, USA


MoneyToys™ financial calculators make it possible for you to quickly add online calculators to your web site so your visitors can perform basic financial calculations without leaving your site. Calculators include Simple Loan, APR Calculator , Buyer’s Requirements, Seller’s Proceeds, Refinancing, Rent or Buy, Loan Spread, Cash Flows, Future Value Spread, Pay Down or Invest? and Loan Comparisons.

Morningstar Site Builder

Phone: (866) 619-5932

Morningstar® Site Builder is a set of tightly integrated building blocks that can be configured to help investment companies easily create or enhance their Web sites. Site Builder features powerful investment and portfolio analysis tools, all based on Morningstar data and methodologies, for a dynamic and engaging user experience. These interactive components include tools for research and analysis, market monitoring widgets, calculators, FINRA-reviewed reports, and editorial content that transform ordinary sites into dynamic online destinations.

Firms can select the customizable features that align with their online marketing strategies and help set them apart from the competition. Site Builder can easily incorporate a firm’s brand identity, including fonts, colors, and other design elements. And for global firms, Site Builder can accommodate multiple currencies and languages.

Site Builder also helps firms enhance communication with their clients. Many of its components allow users to generate FINRA-reviewed reports that help them present their recommendations to clients. Firms can add a downloadable library of FINRA-reviewed Microsoft® PowerPoint® presentations and sales strategies based on timely investment topics to their Web sites.

OneSecure Media & Design

201 Herondo Street, Suite 25
Los Angeles, CA 90254
Offices in L.A., Orange County and Boston

Phone: (800) 851-9195

OneSecure provides full service technology support for financial professionals looking to take advantage of all the opportunities the internet offers. Remove the time, effort, confusion and high costs associated with developing a professional & beautiful web presence. No IT, design, or technical know-how needed! We help businesses plan, develop, design, implement and support their web design, branding and hosting. We offer a la carte packages or fully integrated web design, hosting, unified communications, email hosting, email marketing, data archiving & compliance, social media presence and compliance, CRM, web filtering, end-point / data / network security and backup, and more.

PageFreezer Software

#200 – 311 Water Street
Vancouver, BC V6B 1B8 Canada

Phone: 1-888.916.3999

PageFreezer is a leading technology provider of website and social media archiving solutions to financial services firms who need to comply with FINRA, SEC and other banking regulations. Our cloud-based software ensures that your web contents are stored safely and accurately in compliance with industry regulations. Our evidentiary quality archives also serve as protection in the event of litigation by providing irrefutable proof of what your company had on its websites, blogs and social media channels.

Jay Palter | Social Advisory

Calgary, AB
Phone: 587-586-8433

I help busy executives in relationship-based businesses to leverage their unique personal brand online by building a social platform that attracts better sales opportunities and enhances their reputation: Services offered:

>> Sourcing content for you to share in your social networks
>> Ghostwriting content to help you build thought leadership
>> Managing sharing to social accounts and engagement on your behalf

People do business with people they know, like and trust. Generic, boilerplate content is not going to differentiate you from the crowd. A bespoke, personalized brand strategy will give prospects a reason to choose you.

Smarsh, Inc. 

921 SW Washington Street. Suite 540
Portland, OR 97205

Phone: (800) 593-9228

Smarsh Financial Visions website services provide the most comprehensive and affordable website design, production and hosting solutions available for the insurance and financial services industries. High-content websites feature an expanded selection of regularly updated, FINRA-approved content and features to help grow your business with a professional and valuable online presence. Since joining the Smarsh suite of solutions in the spring of 2008, Smarsh Financial Visions website services have introduced expanded support staff, practical new features, enhanced compliance functionality and exciting updated designs. Service includes consultative internet marketing support and free webinars on internet marketing and search engine optimization, matched with Smarsh’s commitment to unrivaled customer service.



Premium WordPress Themes from Solostream Make it Quick, Easy and Affordable to Create Your Business Blog, Website or Online Magazine.  With WordPress and a Premium Themes Membership from Solostream, you get 20 high-quality themes that make it simple and inexpensive to launch your business blog, website or online magazine. As a web-based media company, the mission of Solostream is to create easily accessible content, products and services that help small businesses, organizations and individuals use the Web to: more quickly launch and grow their online presence; streamline and simplify their operations; connect and collaborate with others through the Internet

TCalc-Financial Calculators

Time Value Software
4 Jenner St., Suite 100
Irvine, CA 92618

Phone: (949) 727 – 1800

Add the Best Financial Calculators to Your Web Site. With easy-to-use web-based TCalc-Financial Calculators from TimeValue Software, you can instantly enhance the value of your web site. Your customers will be able to calculate loan payments, set savings goals, make rent vs. buy decisions, and more.These handy calculators will give your customers another reason to visit your web site. Perhaps best of all, your customers will have a reason to come back again and again.

VAULT Solutions Inc.

55 Yonge St. Suite 1210
Toronto, Ontario M5E 1J4

Phone: ( 416)361-9944

VAULT Solutions is the leader and partner of choice for wealth management firms committed to leveraging the Internet to address their business goals. Our expertise in web-based solutions is acknowledged throughout North America and we are recognized for our ability to translate business objectives into innovative technical solutions. Our deep bench of talent includes the business and technical skills that in 1995 created The Fund Library (, Canada’s first comprehensive financial services web site and at its height, the highest traffic Web site in Canada. For more than ten years, this collective experience and expertise have enabled the VAULT team to design and build hundreds of web solutions for the financial services industry.

Wired Advisor

5646 Milton St, Suite 100
Dallas, TX 75206

Phone: 800-258-0839

WIRED ADVISOR™ is an innovative platform providing a unique blend of social media marketing tools, resources, training, support, community, and online visibility for financial professionals in a wired world. Integrated inbound marketing solutions for powering your online presence to attract and cultivate prospects, foster client retention, generate word of mouth referrals, scale your business marketing efforts, and grow your practice in the age of social media.