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Marketing Solutions For Financial Professionals™

Annual Plan Comparison

Feature Silver Gold Platinum Platinum Plus Portals
Website Hosting
BackOffice
Email Accounts 5 5 10 10
Stock/Mutual Fund Quotes And Charts
Market Indices And Top Market News
Company Profile
Portfolio Tracker  
Market Summary    
Business, US, And International News    
Financial Calculators
Financial Briefs 1 8 Unlimited Unlimited
Featured News     Unlimited Unlimited
Articles of Interest    
Market Data Bank  
Quarterly Market Summary    
Economy Watch    
Home Page
Services
Bio Page
Blog
Client Forms
Event Calendar  
Alliance Links  
Disclosure
Contact Us
Links
Additional Pages  
Website Archiving   Manual Automatic Automatic
AdvisorVault   $500/yr
Axys® or PortfolioCenter® Performance Reporting   $1,400/yr* $1,400/yr* $1,400/yr*
Performance Reporting Software Integration      
Financial Planning Software Integration      
CRM Software Integration      
Account Aggregation Software Integration      
Form-Filling Software Integration      
Client Data Collection Form      
Secure Single Sign-On To Integrated Software      
Personalized Financial Planning Articles      
Personalized RSS Feeds      
Advanced Blog      
Calendaring      
To-Do Manager      
Referral Generator      
Annual Maintenance/Support 30 minutes 2 hours 8 hours 8 hours
Annual Fee $800 $1,300 $2,100 $3,600 and up

* Requires AdvisorVault