Advisor Website Widgets In A Platform For Frugal Fiduciaries

I’ve been developing advisor websites for 20 years and it’s led me to making widgets for advisors.

Widgets for advisors are web marketing apps for advisors. They’re highlighted in red boxes in this image.

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Croesus Partners With Advisor Products To Offer A Client Vault With Its Portfolio Management Software

Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

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The Holy Grail Of Advisor Websites And Email Newsletters Is Here

Advisor Products now enables advisors to edit articles we write for advisor websites and email newsletters onscreen. We're giving you financial journalism that you can edit onscreen on the fly whenever major financial news breaks. It's a financial advisor news service you can customize to your needs.

 

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New Articles, Videos, And Tweets For Advisors To Send Clients Cover The January Swoon

New content for your clients about the bear run on Wall Street is available now.

 

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Covering The San Bernardino Terror Attack In Last Week's Client Update

At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

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