Advisor Websites Reviews & Product Details


What is Advisor Websites?

Advisor Websites is a global software leader providing website and digital marketing solutions for the financial services and insurance industries. With a multi award-winning platform, Advisor Websites partners with its customers to create and maintain an exceptional and compliant digital presence that turns online traffic into new business. Advisor Websites partners with more than 150 financial institutions across North America including Sun Life, Investors Group, LPL Financial, New York Life and major custodians like TD Ameritrade, Fidelity and Charles Schwab. Advisor Websites empowers more than 12,000 financial service professionals to engage new prospects and clients online with a results-focused, mobile responsive website. Advisors receive education and training on digital marketing best practices, have access to a library of pre-approved content and more than one dozen custom integrations including Salesforce, Redtail, Hootsuite, Mailchimp, Riskalyze and Vestorly. With an enterprise platform built at its core, Advisor Websites is designed to meet the legal regulatory compliance and security rules and policies that guide the financial industry. Advisor Websites is a Strategic Partner of the Financial Planning Association, and participates as a sponsor and speaker at many industry events such as the FPA Business Education conference, TD Ameritrade Annual, LPL Focus and over a dozen more events each year. Named a 2015 Best Service Provider by Wealth Pro Magazine, and a 2015 Best Place to Work in British Columbia, the company is headquartered in Vancouver, Canada.

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Advisor Websites Profile Details

Advisor Websites Profile Details

Related Links
Q&A
Languages Supported
English, French
Vendor
AdvisorWebsites.com
Company Website
Year Founded
2002
HQ Location
Vancouver, Canada
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
39
Twitter
@advisorwebsites
Twitter Followers
5,261
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Companies Using Advisor Websites

Thomson Reuters
USA Today
IN Data
Lexington Wealth Management
Pacific Equity Partners
Forbes
Nextgen Wealth
Salvinifinancial
Unitewright
Wmgna
Swagertygardner
Safeharborfinancialadvisors

Advisor Websites Reviews

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1-6 of 6 total Advisor Websites reviews

Advisor Websites Reviews

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1-6 of 6 total Advisor Websites reviews
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AN
Small-Business
(2-10 employees)
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"Advisor Websites"

What do you like best?

It's nice to know that it is compliant, and that there is the "stamp of approval" for financial advisors using this website. It also can produce a pretty nice, clean, website for the customer to view.

What do you dislike?

The backend is horrible. Trying to customize is a nightmare. What should be drag and drop is locked, things are clunky and super manual, the features you can add aren't intuitive, and it just overall leaves a lot to be desired.

Recommendations to others considering the product:

If you can hire someone to do a professional, compliant website for you - do it. This website platform will give you headaches unless you are just looking for a basic, information website and not something interactive or high-tech.

What problems are you solving with the product? What benefits have you realized?

We have a website! And that website does have a pretty nice mobile app. This helps us with our branding, and keeps us relevant.

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Chief Customer Officer
Information Technology and Services
Mid-Market
(51-200 employees)
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"The best option for websites in financial services, anywhere!"

What do you like best?

Regular (but not overwhelming) follow-up from friendly, knowledgeable staff. Fair pricing for an excellent product.

What do you dislike?

I haven't found anything at their end. It's more my inability to commit the time to maximize the content on the site.

Recommendations to others considering the product:

Use them - they're awesome!

What problems are you solving with the product? What benefits have you realized?

Marketing to new prospects and existing clients. Client communication.

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Gadgets and electronics
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Really a great advisor"

What do you like best?

Helped me to expand my business so fast and easily and saved my time and travel money.

What do you dislike?

The customer service is bad would really love if they fix that.One of the reasons I stopped using it

Recommendations to others considering the product:

If you want to save time and money come to advisor website.l

What problems are you solving with the product? What benefits have you realized?

It saves time and money.

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EF
Small-Business
(2-10 employees)
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"Horrible experience"

What do you like best?

Absolutely nothing. The entire process was just a pain. Not only were they not able to deliver my website as contracted for but also messed up my server setting to crash my email servers for over a week.

What do you dislike?

Everything...These guys do not have the skill, capabilities, and resources to deliver a compliant website.

Recommendations to others considering the product:

Do not overpromise. Get qualified staff.

What problems are you solving with the product? What benefits have you realized?

I was trying to set up a website for my newly established RIA firm, but it was a nightmare dealing with Advisor websites.

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AA
Small-Business
(2-10 employees)
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"USer friendly and saves a ton of time!"

What do you like best?

The ease of navigation through the website as well as the response time of the support team. Also, the tutorials are fantastic and extremly helpful!

What do you dislike?

I havent been able to across someting I don't like yet!

What problems are you solving with the product? What benefits have you realized?

How to get our message across to our clients in a easy and efficient way. Especially since most of our visitors have little knowledge of the service we provide when they first enter our website

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"Middle range web option"

What do you like best?

For individuals who are looking to host the basics without the fees of other hosting options

What do you dislike?

Templates and styles are not quite up to par

Recommendations to others considering the product:

Research alternatives, consider costs and the data needs of your bussiness

What problems are you solving with the product? What benefits have you realized?

Hosting of video, audio and text. Integrating and optimizing traffic to a certain degree is possible

Advisor Websites Pricing

Advisor Websites User Ratings

5.0
Ease of Use
Average: 8.8*
5.7
Quality of Support
Average: 8.4*
3.3
Ease of Setup
Average: 8.6*
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