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AdvisorSquare Lockbox

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November 25, 2010 Hits: 745

Company Info
Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	AdvisorSquare
Data Last Updated:	November 25, 2010
Data Verified by Company:	No
Website:	www.advisorsquare.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(800) 251-3863
Year Founded	1998
Number of Employees:	150

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:	2,000

PORTAL Features

Advisor Branded Portal:	No
Content Held:	Articles Documents News PDFs Reports
Dynamic Content:	None
Alerts:	None
Communication Management:	None
Reporting Functionality:	None

Other Pricing and Support

Pricing:	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:	Advisor Square
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 Encrypted Connection (web)
Other Security Enhancements:	None

Lockbox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection.

Lockbox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection. Give clients a unique username and password that will enable them to individually log into their private 'Lockbox' and access special information, such as contracts or promotions, intended only for their eyes.

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