Clear return on investment
A quarterly report card will be emailed to the executive management team at the Broker-Dealer and will include key metrics such as number of live sites, total visits received, etc.
In the compliance module, your compliance department will have the flexibility to moderate, approve or reject inappropriate content and access the archive 365/24/7.
What we archive:
- All customized website pages (new, old or deleted), blog posts, events and custom pages
- Every revision made to a webpage. Each revision is time-stamped and stored as a unique entry
- Screenshots of all website pages going live, and every time a revision goes live
World class support
We pride ourselves in prompt service above and beyond the call of duty so that the advisors can focus on their clients and build their practice.
Flexibility & control all in one
Advisor websites’ flexible and customizable format allows your organization to brand itself using its own design criteria or let the advisors use their own branding and colors.