Ethical SEO For Advisors

Google and Bing say it's good practice to update your profile and images periodically on their portals.  Uploading new content to your listings on Google and Bing demonstrates your site is current and is easy to do. You want to add pictures of the exterior of your building, the lobby, your office suite, waiting roiom, conference rooms, and individual offices. You can also add photos of advisors on your team and images showing your branding. When someone wants directions to your company, they see the images along with a map showing your firm's location and contact information. Refreshing this content will boost your ranking in search results. 

...
Tags:
SEO
Continue reading
6434 Hits

Advisor Chat Service Eliminates RoboAdvisor Threat

Disarming the threat of roboadvisors to independent financial professionals, Advisor Products is integrating a chat application into advisor websites -- those we host and those we do not.

The Case For Chat On Advisor Websites

...
Continue reading
7426 Hits

PortfolioCenter And Advent Reporting Integration With AdvisorVault Is Improved

AdvisorVault Desktop Connector makes it much easier for RIAs to post documents to client vaults and streamlines batch uploading of performance reports from Schwab PortfolioCenter or Advent Axys.

With AdvisorVault Desktop Connector, sharing documents securely with clients has never been so easy. There’s no need to open a browser, log in to a vault application, browse to a client’s vault, and browse to the file you want to upload. The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow.

In addition to enabling drag and drop, Desktop Connector makes it much easier to upload a batch of client performance reports generated in Schwab PortfolioCenter or Advent Axys.

Till now, now advisory firms using AdvisorVault’s integration of Schwab PortfolioCenter and Advent Axys could use an FTP process to upload a batch of client reports. Now, advisors can simply drag and drop the batch of reports and they will automatically be placed in the correct client folders.

Desktop connector is a desktop application that displays all of your client vaults on your desktop, and it is similar to accessing folders on your computer using Windows Explorer. Desktop Explorer comes free with AdvisorVault.

This two-minute video shows you how it works.



Continue reading
7424 Hits

Data Show Advisors Deeply Integrating AdvisorVault's Secure Document Sharing Into Their Daily Routine

An analysis of logins by advisors using AdvisorVault, a secure application for sharing documents with clients and allied professionals, shows that more than 100 advisors averaged two logins into AdvisorVault every business day over the past year.

 

The data show that 25 advisors have logged in an average of 12 times every business day in the past year, and 50 advisors have averaged five  logins every business day over the past year.

One advisor logged in about 8,000 times in the past year, according to the data.

About 700 independent advisory firms now use AdvisorVault to deliver documents securely to clients and other professionals, and a new advisory firm is signing up daily.

One firm is using AdvisorVault to distribute Advent Axys reports daily to 400 advisors, but most RIAs use it to distribute reports and other documents securely to retail clients.

AdviorVault is highly scalable and contains many features unavailable on other systems for secure document sharing with clients.

AdvisorVault Desktop Connector, which is now being beta tested and is expected to be released at the end of September, increases usability dramatically. It allows an advisor to drag and drop documents into a client’s vault without opening a browser. You  don't have to open a browser log in, browse to a client vault, and then select the  document to be uploaded.

Desktop Connector, which works on Mac and Windows operating systems, provides a desktop interface for accessing a secure web-based drive in the cloud. It's as easy to use as Box.net for secure document sharing but includes integrations with portfolio reporting and document management apps advisors need as well as specialized client communications tools and content.

 
Continue reading
4992 Hits

Bug Fix Coming For Collaboration With Outside Professionals In AdvisorVault


A fix is on the way for a bug in AdvisorVault that will enable advisors to share a single file with an allied professional.



AdvisorVault was developed principally to enable financial advisors to securely store files they want to share with clients, but it also enables advisors to collaborate with professionals outside your firm--CPAs, attorneys, geriatric care managers, personal coaches, business consultants and other professionals with which clients work.



You can enable an allied professional to have permission to view and upload a client's entire vault or just a single folder in a client's vault. You can also enable an allied professional to access his or her own vault and only see what you post in that vault. These collaboration features are working fine.



However, we have discovered a bug in the app that is preventing advisors from sharing a single file in a vault. We expect that bug to be fixed in the next upgrade release at the end of July.



We've been releasing upgrades and bug fixes monthly and just last week issued the latest release. That last release cleaned up a problem with moving an advisor's clients.



Now, if an advisor leaves your firm or if you want to switch the advisor for a client, it works smoothly.



We also fixed sporadic problems with creating a folder structure for firms using our online reporting solution for Advent Axys and Schwab PortfolioCenter.



While these are minor bugs, we know they are annoying and we apologize for the inconvenience.

...
Continue reading
4881 Hits

Archive

2018
March
April
May
June
July
September
October
December

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

Enewsletter Sign Up