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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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:
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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.
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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.
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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.
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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.
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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!
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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