Step Two - Select the Content Package that best suits your needs

$25 one-time set up fee plus
$25 per month

Free Domain Name1
Website Hosting2 & 2 Email Accounts3
Ongoing maintenance and support4
Your logo and content integration throughout the site
"Contact Us" form
Value-Added Content:
Calculators and Financial Glossary

$100 one-time set up fee plus
$50 per month

Value-Added Content:
More calculators, live financial news feeds and financial related links
Up to four additional online forms
"Weekly Economic Report" w/custom masthead. Click here for a sample.

$200 one-time set up fee plus
$100 per month

Everything the 4 Star offers plus...
Enhanced graphics to better match your existing brand
*Value-Added Content:
High quality, timely content engages your clients & prospects
Flash presentations, consumer alerts, newsletter articles & more
Hundreds of FINRA-Approved articles, tables, illustrations, FAQs, calculators, and flash presentations available

*We offer this service through Forefield Publications. We integratte Forefield's comprehensive content services seamlessly into your your new website.

Click here for an online tour.
Click here for "live" sample integration.

1 for as long as we host/maintain your site

2 Includes up to 100MB server space, 10GB monthly bandwidth

3 If your Broker/Dealer requires the use of a 3rd party Archival Service we will require a $25 MX Record Modifcation fee

4 Annual time allotment for ongoing website maintenance, 6 hours for the 3 Star, 12 hours for the 4 star and 24 hours for the 5 Star.

5 As a financial advisor/financial planner, you need to ensure your web site meets all regulatory and compliance requirements. We highly recommend that you submit all your web materials to your respective compliance contacts for approval*. While much of our content has been pre-approved by other compliance departments, this may not include your department, and past approval does not guarantee future approval.

Before starting, you may also want to verify with your Compliance department that you are allowed to have an independent web site.

You can handle compliance requirements in one of two ways:

• Option A*: ( handles)

We can submit the site for approval on your behalf (if we have an existing relationship with your compliance department or are provided with the appropriate contacts).

• Option B*: (Advisor handles)

You can handle submission to compliance departments and manage approval internally. Any revisions that need to be made can be submitted to us to be updated.

In the event that you have an internal Compliance department within your organization, you may want the option to handle the Compliance approval yourself. © 2010. All rights reserved.
6451 North Federal Hwy, Suite 1203, Fort Lauderdale, FL 33308
Tel: 954-284-8797 · Fax: 954-862-5939 · Email:

Home | About Us | Design Models | Content Packages | Compare Features | Order Now | Contact Us offers entrepreneurial investment advisors & financial representatives a highly contributive resource for building a powerful web presence. For over a decade, developing austhetically appealing, practical websites for financial representatives & advisors has been the primary focus of our firm.

Our vision, of transforming advisor websites from being static to websites that are capable of progressively reaching out to clients, is one that is shared by successful financial representatives / investment advisors. Communicating to clients frequently, with timely and engaging content can significantly enhance the client-advisor relationship. has developed an ecclectic array of pre-designed website models that can be modified by our design specialists to match your existing brand identity. Newsletters, market summaries and other content resources are all tailored to the look-and-feel of your existing marketing profile.

Another objective of ours is designing advisor websites that are scalable. An independent advisor that is just starting out will have significantly different needs than one that has been around longer. We aim to provide a scope of services that match the needs, objectives and budget that is specific to that practice.