We looking into re-designing our website, which includes branding, the works.
Looking for a clean, simple client portal.
I am interested in the enewsletter. We've been using the quarterly print newsletter for about 15 years.
At my prior company we used AdvisorMail to journal and review emails. (We were an RIA.) I'm considering alternatives for my new RIA. I'm familiar with Smarsh and AdivsorVault. I have some understanding of Smarsh's cost/service and want to find out more about what you can provide. I can be reached at 215-979-3753 to discuss.
I'm at the final stages of launching an RIA. I'm research various providers for economic and investment direction and collateral (monthly or quarterly updates). I'm interested in learning about access to the Thought Leaders you have listed on your website under Partners. My main question at this point is around the general subscription to Advisor Products and the costs for the thought leader access. Is it bundled or a la carte? Thank you, Tom
I'm interested in the newsletters and other email content. Thank you.
We are interested in learning more about the client portal and how we can integrate it with Redtail.
investment firm and family office
Financial Marketing Videos
Info on marketing engine
Hello, I wanted to see what products you offer for Lead Generation for a new RIA. I would like to speak someone today or tomorrow if possible.
I am looking for pricing on all your products. Thank you!
looking to have a turnkey marketing plan that can start relatively small and grow over time that is easy to utilize and easy to get through compliance
We are a Kentucky state chartered private trust and asset management/planning firm in Louisville, KY. We are looking for options for newsletters that we are able to add our name and logo to a weekly/monthly newsletter that includes economic and market data, that we can distribute to our client/prospect list via email. Thanks
Interested in creating a bruchure
Looking to improve website, client engagement, and hold quarterly client webinars.
I currently use Advisor Assistant and would like to inquire about client portal to give clients reports, etc...
I am interested in establishing a new website. I've been doing financial planning for 34 years and I'm technology challenged... not really to bad, but need to get into the 21st century. Not sure of the cost / investment and various options available. I am a member of A4A for several years.
Hello, How are you? My team and I are interested in retaining a firm that can assist us with launching holistic branding (social media, product design etc). Please see synopsis below.... In short: Cryptocurrency markets are fractured - there are over 40. Prices differ, execution is often difficult, requiring multiple accounts at multiple exchanges. Volumes are rising, $3B USD a day now across many currency pairs. We are launching an ICO (TRD token, co name pending) to focus on arbitrage, unifying trading in crypto markets for pros/institutions with a low latency universal FIX API for market data/execution, and an aggregated liquidity pool that will allow us to act as a central point of access/exchange for best price discovery across a spectrum of exchanges with just one client side account. Raising $$ in ICO. Progress: - We have raised $ in seed funding for ICO, launching in Q4 2017 - We are signing an agreement for a partnership with a crypto exchange to list our tokens, facilitate order flow, joint PR etc - they have 3.3M visitors - CEO's are on board as advisor Could you help: Could we jump on a call or have a in person meeting this week to see if your firm can and would be able to help us facilitate this effectively? A friend of mine recommend your company. Hope to hear from you soon and hope all is well. Regards, Jon Giacobbe
Interested in everything you offer
Good morning - I am new to the Ballentine Capital Advisor team and overseeing marketing. We do currently send a printed monthly newsletter to clients but I am looking to see if there are other options for our newsletter and would like additional information on pricing. Thank you!
If your clients are not receiving emails from AdvisorVault it may be due to changes that were made to your domains DNS SPF record. If you moved your email to a cloud provider , often they will provide an SPF record that does not include the ip addresses of AdvisorVault servers .
Please make SPF changes as needed
also interested in branding, logo, brochure, etc.,
Our website www.GalliganFinancial.com is currently hosted by LiveOffice and was developed under Advisorsquare. I currently provide client reporting from Schwab's Portfolio Center that seems to be a function that is being phased out (amazing). I am looking for an alternative mechanism to post client reports from Portfolio Center (Holdings, Performance, ...) in a manner similar to what I have today were clients can access their holdings and performance reports . I am open to having you host the entire website if it can be moved or converted. Busy until the first week in September when I would like to discuss options with you. If you access our website you can see the interface I now have in the "My Accounts" section Thank you. Steve Galligan
Marketing Content. Can someone please call me today 8/23/17? I called the sales desk yesterday and no one picks up or responds to voice messages. I tried to reach out via your chat and they made me sign up for some login that wasted my time. I'm still interested in learning about your product, but I'm honestly not impressed by your service.
Interested in AdvisorVault for a basic client portal.
Using Advisors Assistant as CRM. Looking for client portal.
We are looking for Content Marketing. We are based out of India
I signed up for the free trial but could not figure out how to use the site. Can I get a demo? I am interested in your services for my existing client base. Thanks.
I would like to set up a meeting with someone who can review my current site and see how your products would work best Steve
Interested in your videos and client facing material.
I need to know the cost. Can somene call me 0n 10/19/2017.
After 21+ years with Pauley Financial, I am spinning off to pursue a new approach to planning and advising with my new firm Capital Achievements, LLC. I used Advisor Products for a website many years ago, and I have been an A4A member for a long-time. Greatly appreciate what Andy does in promoting advisor knowledge through his alliance with Fritz, Bob, and Craig. Looking to leverage the integrated Advisor Products as I begin this new venture.
Newsletters and articles to fill space on my website. I'm interested in hearing about compliance approved tweets that can be forwarded from my twitter account.
Use Advisors Assistant as CRM and TD as our main custodian. This is my third attempt to get contacted by your firm. Thanks -
More information about Personal Client Portals also
I have had a weak presence with my website, which I took down recently, and I need to improve same. I am a sole-practitioner advisor offering investment advisory, financial planning, and alternative investments which compliment the more traditional. I receive most of my new clients via referrals and networking. I wish to expand my client base with HNW / small DB Plan client customers utilizing my alternative income and growth strategies. Plus, of course, utilize the site as my marketing Hub. Thank you
We're looking at delivering content weekly through our website and through e-mails to our clients and prospects.
I am interested in learning more about how your products/resources can be used to grow our business. We are a broker-dealer and RIA.
I am looking for content for my website. I would like to speak with someone about what you offer, how it works, etc. Thanks! Sue
Newsletter for RIA firm
Registered Investment Advisor using Black Diamond for reporting and Right Capital for planning. Looking to upgrade our web presence and vault capabilities.
Just moved to SA and need more information about using your platform and products for website and automated marketing.
Need help to design several marketing brochures
I would like to update my current website hosted by Broadridge. Are you able to set up a webinar to show me the different options you offer regarding website set up and transfer. I would be available Monday or Tuesday of next week.
Registered Investment Advisor looking to upgrade our website and online marketing.
We are looking at creating our own digital/robo advisor and small accounts. In addition, we are considering for our investment clients moving from Modestspark for our portal. We use Junxure Cloud, Right Capital and Schwab Portfolio Center. We use exclusively TD Ameritrade. Jill
My practice is life insurance, investments and annuities.I am part of an RIA. Most of my clients are high net worth. My marketing takes the following approaches to develop prospects: 1. Life Insurance as an asset 2. Annuities for income and safety 2. Retirement Planning 3. Social Security Planning 5. Medicare Planning 6. Estate Planning 7. Business Succession Planning 8. College Fund Planning Currently,my website, www.SignatureAmerica.com, is plain vanilla. I would like it to be a more comprehensive website, covering above topics. When I send per-approach letters to prospects, say, on the topic of Succession Planning, I want my website to have fairly good content on that topic. Yesterday, I would have liked to send 500 letters to doctors on the topic of Section 529 plans, inviting them to visit my website and schedule an online one-to-one webinar, but my website does not have this feature or the content. I would like to accomplish the same objective by sending emails and providing them a url. Can you create a website that meets these goals as to the content and marketing?
Have a site and it's mobile friendly as well. Interested in ongoing new content. I'm a one-man operation. Please give me a call to discuss. Thanks, John
RIA - MN Looking for content for newsletters, podcasts, radio, website, Linkedin, etc. Also interested in Google analytics and website development
Also interested in website. Have one and in process of updating it.
I am looking to embed a YouTube channel into my existing website and think the Fritz $350/quarter format is the best option. Is that correct? Thanks, Christi Powell
I need to create a new website
We ordered Customized folders about 3 years ago. We now need to reorder. Do you have the specifications of that order so we can reorder the same?
Fritz Meyer and Bob Keebler slides and scripts.
33 years of experience in Financial and Estate planning. I am a returning RIA, at the end of the licensing process. I am currently looking for support with marketing with all its facets. Thank you, Patrick R Davidson additional phone # : 208-371-4696
Polaris is an RIA. We offer investment advice and wealth management services online to clients. We are looking for a tool for client onboarding and account opening, as well as a client portal. We would like it to be a client driven experience with little need for direct advisor involvement with clients. We use Foliofn as our custodian. I'm interested to see if it might be able to meet our needs. Please let me know if there is a time we can speak and possibly see a demo of the product if it makes sense.
I'm looking to create a website.
Hi. I’d like to schedule a time to learn more about your website design and development services. We recently launched Integra Global Advisors, an RIA that manages assets for family offices, small charitable organizations and retirement plans. Our client portfolios include a mix of cash, marketable securities, hedge funds and private equity. After getting our RIA status approved last June, we began onboarding our first clients and finished they year with 4 clients for whom we manage ~$300 million. We would like to launch our website and, as such, I’d like to schedule a call to learn more about your services. Please let me know when you’re free to speak. Regards, Mike
We are a small 2-person M&A Advisory firm that also has had a b/d for 17 yrs. We need a new provider for email retention/search for FINRA purposes. (We do not need to change our email hosting arrangements). Our existing provider (Global Relay) significantly raised the pricing for retention/search and we are therefore looking for an alternative. We're a pretty simple firm. No customer accounts, no securities to handle, etc.
We are looking for a client portal that will allow us to personalize access to our website for our clients. We currently utilize redtail and also have other services that we would like clients to be able to access directly through our website.
Currently, BRC Management has a basic website hosted by Broadridge. We are interested in adding a client vault, where the client could log in and see their monthly statements. Additionally, we currently use RedTail for CRM and saw that there is some level of integration with Advisor Products. Lastly, it might be beneficial to just move the actual website to Advisor Products as well?
We are re-designing our website but need to be able to upload secure documents to it for clients. So we need something like AdvisorVault. Please email me to schedule a demo for this product. Thank you! Ashley
Need info/pricing on the Client portal
Hello, I spoke with Harvey. I am interested in a demo. Please reach out to me anytime today. Thanks.
One of our software vendors, Advisor Assistant, recommended we reach out and look into your vault product. We are currently using eMoney and have replaced many aspects of that software, but are looking for a secure document Vault for file sharing with our clients.
I am interested in videos for my website, LinkedIn page and to put on YouTube. Not interested in emailing videos.
I rec'd and email from Harvey Rand on 3/22. I replied to back, but it was a generic email address (email@example.com). I have not heard back yet. I am interested in a demo and have some questions. My firm used Advisors Assistant as its CRM. I do have a login already and have watched the video and explored your website. Please EMAIL me back so that we can set up a meeting. Thank you.
Brochure and folders. I have a logo
We are a new RIA firm looking for various compliance solutions for our email, website, text messaging, and social media,
Want to take a full look at website, social media, branding. My current website is www.planstoprosper.com
Content marketing - for facebook and website - considering changing website providers but also want content for women, pre-retirees - videos important as it is the "thing" right now
We are looking for a new letter to send out to clients about the markets.
Looking to set up a website for my DBA- Healing Arts Financial
IRA sole proprietor under VOYA Financial Advisors, looking at different options for website, SEO, Marketing, etc.
I'm an IAR looking for pre-built presentations that I could use for workshops and seminars for pre-retirees and retirees. Is this something you provide?
New firm with no current website
I’m an insurance only firm, but serve many fee-only RIAs. I’m looking for a holistic solution that will help me to be more efficient with my clients - but most importantly with the firms I serve.
I was referred to you by my compliance consulting firm. Look forward to hearing about your solutions.
We are redoing our marketing plan and are looking at content providers for client newsletters and weekly updates. Also considering website redesign.
Questions about adding a document vault for clients
Need assistance in Setting up a YouTube channel and using advisor videos. I have subscribed to advisor videos.
We are interested in using Advisor products' newsletters and maybe some other products in monthly email blasts to prospective clients. I have a few questions about the products you offer and the costs. Please email me to schedule a consultation. I look forward to it. Thanks, Soren Peterson
Financial Planning firm Looking for prepared weekly newsletters I can post on my website. David
We're interested in your email newsletters and would like more detail - and ideally, a live demo - on the difference between the with/without integrated website options.
financial advisory and money management firm. we have zero marketing and are looking for ways to generate new clients
We need a basic website
Would like more details about using your newsletter service. We already have a website, but would like to send hardcopy newsletters to a segment of our clients, and send e-newsletters to another segment of our clients. Would like to get an idea of the selection to choose from, the setup process and managing the newsletter for future mailings, etc. Thanks!
newsletter service inquiry
Looking for a newsletter service with greater depth of content than I am currently getting from Forefield/Broadridge. Upon visiting your site I also noticed you have a video service as well, which is of some interest to me as well.
I’m an independent financial security advisor/broker and would like to brand myself I have a couple ideas of what I want please contact me so we can talk and get some prices
Spoke to Andy Gluck some time ago. Would like to discuss a website design and remake, as well as social media management, content delivery automation and compliance. Thanks, Kurt
Brochures and white papers.