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| Advisor Designs #165 700 Sleater Kinney RD SE, Suite B Olympia, WA 98516 Phone: (360) 350-1150 Email: discover@advisordesigns.com Website: www.advisordesigns.com 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. Top AdvisorSquare LiveOffice LLC 2780 Skypark Drive, Suite 300 Torrance, CA 90505 Phone: (800) 251-3863 Email: info@advisorsquare.com Website: www.advisorsquare.com 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. Top Advisor Products Inc. 1025 Old Country Road, Suite 223 Westbury, NY 11590 Phone: (888) 274-5755 Website: www.advisorproducts.com 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. Top AlphaTrade Etrax Financial Content 930 West 1st Street, Suite 116C North Vancouver, B.C. Canada, V7P 3N4 Phone: (800) 681-7503 Website: www.alphatrade.com E-Trax is a set of more than 100 fully customizable financial content modules powered by AlphaTrade.com. 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 Top Durkan Consulting Group 1108 Dickens Drive West Chester, PA 19380 Phone: (610) 453-8237 Email: info@durkan-group.com Website: www.durkan-group.com 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. Top Family Office Network 2665 Fourth Ave. San Diego, CA 92103 Phone: ( 866) 801-1553 Email: sales@familyofficenetwork.com Website: www.familyofficenetwork.com 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. Top Financial Calculators Inc. P.O. Box 1541 Riverton, UT 84065 Phone: 801-446-7822 Email: sales@fincalc.com Website: www.financialcalculators.com 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. Top Financial Content 195 Glenn Way San Carlos, California 94070 Phone: (888) 688-9880 Email: sales@financialcontent.com Website: www.financialcontent.com 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. Top Financial Guidance Center FSO Technologies, Inc. 270 Mason Street Greenwich, CT 06830 Phone: (203) 869-0200 Email: info@FSOTech.com 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. Top Financial Planning Toolkit Toolkit Media Group (a Wolter Kluwer business) Website: financetoolkit.com 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. Top Financial Visions Inc. 971 Dewing Ave, Suite 203 Lafayette, CA 94549 Phone: (800) 593-9228 Email: sales@fvisions.com Website: www.fvisions.com 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. Top Freedomarketing 1291 Duncan Avenue Oshawa, ON L1K 2Y2 (888) 677-8946 Email: kirk@freedomarketing.com Website: www.freedomarketing.com Freedomarketing helps financial advisors develop, design, implement and sustain their marketing strategies. We provide advisors with a clear marketing focus and message. We then work with advisors to design, implement and manage all of their marketing initiatives. Yes, we actually help you implement and manage your marketing. We call this our 'Chauffeur Driven' marketing solution. Our services include brand development, web design, brochure and post card design, content writing. marketing consulting, and much more. Top Insurance Squared 1623 Military Road, Suite 637 Niagara Falls NY 14304 Phone: (866) 662-5433 Email: sales@insurancesquared.com Website: www.insurancesquared.com Insurance Squared Inc. provides websites and online marketing programs to life insurance professionals. Online life insurance shoppings systems provide great conversion to leads on your websites; our websites are customizable yet low cost, and we are leaders in online lead generation in the life insurance industry. Top JavaCalc.com KJE Computer Solutions, LLC 1730 New Brighton Blvd., PMB #111 Minneapolis, MN 55413 Phone: (612) 408-1092 Email: license@dinkytown.net Website: www.javacalc.com 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! Top HNW 936 Broadway, 5th Floor New York, NY 10010 Phone: (212) 258-9200 Website: http://hnwadvisor.com 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. Top Leadfusion Calculators 12707 High Bluff Drive, Suite 325 San Diego, CA 92130858.259.2100 Phone: (858) 259-2100 Email: learnmore@leadfusion.com Website: www.leadfusion.com 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. Top LightPort 2739 U.S. 19 Suite 600 Holiday, Florida 34691-2705 Phone: (888) 800-0188 Email: info@@lightport.com Website: www.lightport.com 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. Top Money Toys Wheatworks Software, LLC Post Office Box 7 Ruston, LA 71273, USA Website: www.moneytoys.com 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. Top  Morningstar Site Builder Website: http://global.morningstar.com/sitebuilder 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. Top OneSecure Media & Design 201 Herondo Street, Suite 25 Los Angeles, CA 90254 Offices in L.A., Orange County and Boston Phone: (800) 851-9195 Email: info@onesecureit.com Website: www.onesecureit.com 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. Top Smarsh, Inc. 921 SW Washington Street. Suite 540 Portland, OR 97205 Phone: (800) 593-9228 Email: sales@financialvisions.com Website: www.financialvisions.com 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. Top TCalc-Financial Calculators Time Value Software 4 Jenner St., Suite 100 Irvine, CA 92618 Phone: (949) 727 - 1800 Email: info@timevalue.com Website: www.timevalue.com 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. Top VAULT Solutions Inc. 55 Yonge St. Suite 1210 Toronto, Ontario M5E 1J4 Phone: ( 416)361-9944 Email: info@vaultsolutions.com Website: www.vaultsolutions.com 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 (www.fundlibrary.com), 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. Top Wealthvisor 318 1st Avenue South, Suite 200 Seattle, WA 98104 Phone: (206) 682-1195 Email: jasonb@wealthvisor.com Website: www.wealthvisor.com Its free and easy to showcase your expertise and find new clients. Create your profile on www.wealthvisor.com. Wealth Visor provides a comprehensive directory of wealth managers, with information and client reviews to help consumers choose the right one for their needs. Research has shown that independent resources such as Wealth Visor, which allow consumers to conduct research and obtain user ratings, have a significant impact on purchase decisions. According to comScore and the Kelsey Group, nearly 25% of Internet users reported reading online reviews prior to paying for an offline service, and 80% of them suggested the reviews had a significant influence on their purchasing habits. Wealth Visor allows wealth managers to create a free profile and our online marketing experts will ensure the best professionals obtain maximum exposure in search engines and on the Internet. |
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