AdvisorSites Platinum

With AdvisorSites Platinum, the content, service, and software, at $2,337 annually, is a great value.

Below is a list of features you get with AdvisorSites Platinum.

If we don't host your website, you can add AdvisorVault's Client View to any advisor website for $1,000 annually, or add our content and social media stream to any advisor website for $1,337 annually.

• Automated website archiving
• AdvisorVault for secure document sharing
• Advanced vault settings for collaborating with accountants and attorneys
• Integrated with many practice management software applications
• AdvisorVault Client View Interface For TD Ameritrade Institutional Veo
• AdvisorVault Desktop Connector to put client vaults in the cloud on your desktop
• Automated notifications of new posts to AdvisorVault
• Articles and videos for ultra-high-net-worth individuals
• Fritz Meyer’s Economic Research in new articles and videos on your website monthly
• Bob Keebler’s Tax Law Explanation And Analysis in articles and videos on your website monthly
• Social Media Content Stream For Financial Advisors
• Panic Protection Content Service
• Event Calendar and Administration
• Stock market quotes, calculators, etc.
• Referral marketing page for partnering with attorneys and accountants
• Content management software
• Broker-dealer compliance workflow
• Six hours of service from our help desk