Advisor Blog

AdvisorVault 2.0 Is Hot


While the economy and stock market has been tanking, we have been experiencing one of the strongest growth spurts in our 12-year history. Much of the increased demand for our products can be traced to AdvisorVault 2.0, our new secure online vault platform that allows advisors to share documents with clients.



AdvisorVault is pretty much a no-brainer for advisors. AdvisorVault is less expensive than standalone online vault platforms marketed to advisory firms. Such standalone vaults are not integrated with a marketing website, website content, email newsletters system, and other features that we offer to help advisors market and communicate. Some standalone vault systems do offer many features that are valuable to advisors, but they don't provide the same value as AdvisorVault. They cost about the same or more than what we charge for a website packaged with AdvisorVault, and AdvisorVault offers all the same features or more than the standalone vault systems. Point is, even though other companies may specialize and sell nothing but an online vault, AdvisorVault works as well or better.

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5765 Hits

Video Explosion


Everyone knows that TV and the Web are melding. Videos are increasingly being used on the Web. comScore.com yesterday reported that U.S. Internet users viewed 12.7 billion online videos in November 2008, a 34% increase over the same time a year earlier. On YouTube this past November, 5.1 billion videos were viewed; more than 146 million U.S. Internet users watched an average of 87 videos each, and the average online video viewer watched 273 minutes of video.



What’s really scary is that in my lifetime, we’ll probably be able to click on the couch that Oprah sits on and see its manufacturer and lowest price vendor. (My wife will bankrupt me!)

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5170 Hits

Indiana Financial Advisor Jumps From Airplane To Fake Death, Then Vanishes


A Hamilton County Indiana Superior Court judge froze financial advisor Marcus Schrenker's assets and those of his wife late yesterday, after Schrenker reportedly parachuted out of his company-owned plane over Alabama Sunday while the plane continued flying on autopilot before crashing into Florida swampland two hours later. A manhunt is under way, according to reports.



Click here for the latest news about this strange incident.  

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5487 Hits

An Entirely New Software Category For Advisors


If you’ve been yearning for a way to use the Internet more effectively with clients, check out our new Personal Client Portal platform. It fills a gap between your firm’s existing software applications and your clients. This is a new type of application, and there is nothing else like it.



Your financial planning, performance reporting, and customer relationship management applications are disconnected from your clients right now. Our new portal system bridges the gap between your applications and your clients.

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How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

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  • Expose clients and prospects to your brand message more frequently
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  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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