HomeReviews Advisor Websites Advisor Products
 

Advisor Products

User rating
 
 2.8 (1)
October 03, 2010     Hits: 983    
 

Company Info

Company Name:
Data Last Updated:
  • October 03, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (888) 274-5755
Year Founded
  • 1996
Number of Employees:
  • 30

Other Pricing and Support

Pricing:
Trial:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation's leading independent financial advisors.

Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation's leading independent financial advisors. API creates web sites, client newsletters, brochures, and stationery, and assists advisors with branding, writing their marketing copy, and designing a logo.

User reviews

Average user rating from: 1 user(s)

To write a review please register or log in.
Overall rating: 
 
 2.8
Overall:
 
 3.0   (1)
Company:
 
 3.0   (1)
Advisor Usability:
 
 3.0   (1)
Client Usability:
 
 3.0   (1)
Performance:
 
 2.0   (1)
Design:
 
 2.0   (1)
Additional Features:
 
 4.0   (1)
Pricing:
 
 3.0   (1)
Integrations:
 
 3.0   (1)
Security:
 
 3.0   (1)
Support:
 
 2.0   (1)
 
 

So-So

Overall rating: 
 
 2.8
Overall:
 
 3.0
Company:
 
 3.0
Advisor Usability:
 
 3.0
Client Usability:
 
 3.0
Performance:
 
 2.0
Design:
 
 2.0
Additional Features:
 
 4.0
Pricing:
 
 3.0
Integrations:
 
 3.0
Security:
 
 3.0
Support:
 
 2.0
Was this review helpful to you?
Yes No
robfin Reviewed by robfin
March 26, 2011
Top 10 Reviewer
Comments (0)
View all my reviews
Report this review
 
0 of 0 people found the following review helpful

Could do worse-not bad. Just didn't seem like they were really into a first class website and experience for their clients.

User Review

Pros:
  • AP offers a lot of "content" and for higher fees you can get a more customized product. Love the Advisors4Advisors feature.
Cons:
  • Very little SEO support unless willing to pay extra. Discovered that site architecture was antiquated but had to pay fee to update. Paying annual "annuity" for mediocre product.
Best For What Type of Firm:
  • Firm that doesn't want to invest time to create own site or doesn't mind paying yearly fees.
Final Say:
  • Probably should give more weight to Advisors4Advisors webinars and features. Well done.