AdvisorSquare Website Program

ADVISORSQUARE DESCRIPTION

AdvisorSquare is the nation’s number one provider of websites designed specifically for financial services professionals. We create superior web sites that help establish your credibility, represent your unique value proposition and meet FINRA/SEC compliance requirements. We translate our deep industry knowledge and unmatched experience into high quality results for investment professionals.

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.

EXPECTED SLA’s

LiveOffice AdvisorSquare strives to provide the best customer service possible. Our customer care team’s goal is to empower you with the knowledge and tools you need to effectively manage your online presence. When you sign up for our service, we continue to work with you regularly and provide training to ensure that you are getting the most out of your website.

Our website support team is available Monday through Friday from 6 a.m. to 5 p.m. Pacific Time. We can help facilitate changes and updates to your AdvisorSquare website during these hours. Our Service Level Agreement (SLA) ensures that all phone calls and emails are responded to within 24 hours (or the next business day). Our turnaround time for all development and website updates are generally processed within three to five days (most simple updates are completed in three days).

Alternatively, you can use our Content Editor to make updates and changes to your website on your own. The Content Editor allows you to make immediate changes and submit them to your compliance department for review and approval. The Content Editor is compatible with all major browsers (Internet Explorer, Firefox and Chrome) and operating systems (XP, Vista, Windows 7 and MAC).

ADVISOR SQUARE UNIVERSITY
Join our next webinar to learn more

In today’s virtually connected world, a company’s website is an important strategic tool in communicating with its customers. Many financial advisors have built websites to present an identity for their practice and to provide an information portal for clients. Creating a website that wins business and delivers bottom-line results, however, takes more than just building a pretty website.

Get tips and hear success stories to make your website an efficient and successful part of your financial services practice. Register now for our next event by filling out our form.

Berthel Fisher & AdvisorSquare

AdvisorSquare Website Program

ADVISORSQUARE DESCRIPTION

EXPECTED SLA’s

ADVISOR SQUARE UNIVERSITY Join our next webinar to learn more

ADVISOR SQUARE UNIVERSITY
Join our next webinar to learn more