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.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.