Advisor Blog
AdvisorVault Client Portal Content Widget
AdvisorVault Client Portal's content widget is live! It enables advisors to stream financial planning content and their latest blog post alongside reports from seven portfolio performance systems, MoneyGuide Pro and Redtail CRM.
Advisors can personalize the content stream to each individual client. Retirees, pre-retirees, and business owners can see content focused on their personal financial issues. We aim to change investor behavior by providing education content supporting fiduciaries at crucial moments.
Advisor Products articles and videos are written based on ideas from economist Fritz Meyer, financial planning and tax expert Bob Keebler, and MPT guru Dr. Craig Israelsen. Instead of just providing portfolio reports, AdvisorVault Client Portal constantly reminds clients to focus on achieving their long-term goals.
The CRM interface with Redtail allows you to assign clients tasks, such as uploading their wills, sending you their 1099s or scheduling a meeting. Each task can be tracked to completion in your CRM. (TailWag users must wait another few weeks for the interface to to be enabled.)
AdvisorVault Client Portals adjusts to tablet and mobile browsers as well as standard computer browsers. In addition, at the end of 2015, we are launching the client portal as a mobile application. Clients with iPhones or Androids will go to the app store and download a smartphone app named after your firm. When you upload a report, assign a client a task or make other additions to a client's portal, the client will receive a notification on their cell phone.
AdvisorVault Client Portal is a dedicated client portal. While portfolio management software, financial planning and CRM software companies offer "client portals," they are not client communication companies. They don't have 20 years of experience in creating FINRA-reviewed content, educating clients, and website design. Plus, if you change your financial planning, portfolio or CRM software you will lose your client portal and clients will have to learn a new system. In contrast, we are open architecture and work with seven portfolio systems, with one weeks away. Additional CRM and planning interfaces will be launched in the months ahead.
Related Posts
Archive
Questions?
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.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
SCHEDULE A DEMO
MARKETING TOOLS
LEARN MORE
RESOURCES
LATEST ARTICLES
Bank instability in March added a new risk an outlook already clouded by inflation and monetary policy problems hobbling the post-pandemic recovery. The bank runs came on top of the inflation crisis caused since the pandemic of April 2020 and March 2...
March 15 was one of the most pivotal days of the past 50 years, and financial advisors played a crucial role in getting the facts out about the banking panic to their clients and community. Trouble is, your messaging must be:as timely as WSJ, NYT, CN...
WEEKLY FINANCIAL MARKETING VIDEO
Watch The Video
Advisor Websites and More
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
By using Advisor Products you agree to our use of cookies to enhance your experience I understand