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Advisor Designs

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November 23, 2010 Hits: 847

Company Info
Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	Advisor Designs
Data Last Updated:	November 23, 2010
Data Verified by Company:	No
Website:	www.advisordesigns.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(360) 350-1150
Year Founded	2004
Number of Employees:	5

WEB Overview

Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Financial Planner Wealth Manager
Number of Firms Using:	500

WEB Features

Types of Websites:	Customized Customized Templates Templates
Content:	Customized Template Content Contact Forms Financial Calculators Blogs Pre-Written Articles
Built-In Content Management System:	No
Compliance Features:	Manual Archiving User Permissions
Client Portals:	No
Other Services:	Custom Graphic Design Logos
Other Web Services:	Domain Registration Email Hosting Online Advertising/Marketing Web Hosting

Other Pricing and Support

Pricing:	Flat Fee License Fee
Trial:	No
Support:	Email Phone

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	None
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password
Other Security Enhancements:	None

Advisor Designs - Specializing in the art and science of online brand identities for Compliance Regulated Professionals.

Advisor Designs - Specializing in the art and science of online brand identities for Compliance Regulated Professionals. Financial Planners, Investment Advisors, Insurance Brokers, CPAs, Lawyers, and Doctors across the globe benefit from our expertise in the virtual marketplace.

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