Websites & Content

Ativa Interactive Corporation

Phone: (905) 648-3221
Email: info@ativa.com
Website: www.ativa.com

Add instant interactivity to your advisor or corporate website.
Spend less time managing your software and more time engaging your clients and prospects. Since 1996, Ativa Interactive has been developing financial planning software, website content and calculators for financial advisors, institutions and employee financial education providers.

All Ativa calculators are:

• simple to install on your site.
• easy-to-use and allow clients to enter different scenarios to personalize their results.
• customized with your company name, logo and your specific call to action.

Reinforce Advice for Clients 
Support your recommendations by allowing clients to easily work through specific calculators on your website to help them get a clearer picture of their current financial situation, their future needs and the value of working with a professional.

Educate Prospects
Educate prospective clients through financial calculators that offer easy-to-use “what-if” scenarios. Provide additional value to help them better understand areas including retirement, tax planning, education planning and insurance. This will help create urgency and encourage them to seek professional advice.

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Advisor Designs

#165 700 Sleater Kinney RD SE, Suite B
Olympia, WA 98516

Phone: (360) 350-1150
Email: discover@advisordesigns.com
Website: www.advisordesigns.com

Advisor Designs knows what you are up against on the web, do you?

• One Google search – hundreds of results
• Users time investment on a website – 8 seconds
• How often users navigate off a website – 91%

We understand how fast your audience is caught or lost, and we are not intimidated. We promise credibility-based design to keep their eyes on you. Increase your conversion rate. From brand construction to interactive websites, we protect and develop your relationship with your clients. Tell us your online goals, and we will get you there. Compare web packages and call (360) 350-1150.

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AdvisorNet Communications

2476 Aladdin Crescent
Abbotsford, BC V2S 5K7

Phone: (866) 853-2980
Email: info@advisornet.ca
Website: www.advisornet.ca

AdvisorNet provides customized websites and interactive email newsletters to independent financial professionals. With over 12 years of experience in the financial planning business, we understand the pressures that advisors face when trying to manage their business and market themselves effectively. We provide a completely full-service system which begins with a ready-to-go website and then continues with automatic content updates and monthly email newsletters. Using an AdvisorNet website and email newsletter enables an advisor keep themselves “Top of Mind” with their clients without have to spend a lot of time managing the technology themselves.

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AdvisorSquare

LiveOffice LLC
2780 Skypark Drive, Suite 300
Torrance, CA 90505

Phone: (800) 251-3863
Email: info@advisorsquare.com
Website: www.advisorsquare.com

AdvisorSquare is the nation’s number-one provider of websites designed specifically for financial services professionals. The company was founded to provide investment advisors with the Web-based tools they need to establish an online business presence in their highly competitive market. Since it’s inception in 1998, AdvisorSquare has helped more than 15,000 investment professionals nationwide use the Internet to grow their businesses. Whether customers choose a fully customized website design or from more than 100 professionally designed templates, all AdvisorSquare websites include easy-to-use, feature-rich communication and collaboration tools to complement the many facets of financial services practices—all at an affordable price. Customers can select subject matter from a variety of personalized content pages, FINRA-reviewed financial articles, a comprehensive Investor Research Center, valuable financial calculators and countless customization options.

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Advisor Products Inc.

1025 Old Country Road, Suite 223
Westbury, NY 11590

Phone: (888) 274-5755
Website: www.advisorproducts.com

Advisor Products is a leading financial services client communications and marketing company, serving more than 1,800 independent financial advisors. If you want a great website, client newsletter, or brochure, you’ll love us. We can write your marketing copy, design your logo, print your stationery and give you advice and ideas. You’ll find our technology and personal service superb because we don’t settle for less.

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Advisor Websites

1171 Hopeful Valley Ln
Maple Falls, WA 98266

Phone: 1-866-638-0273
Website: www.advisorwebsites.com

Advisor Websites is committed to delivering the best possible websites to Financial Advisors across North America.  Our “No Contract” policy allows our clients to sleep easy night, without the fear of being tied down with expensive, lengthy contracts. Our crisp, professional websites, combined with our personalized customer support, makes choosing Advisor Websites an easy choice.

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AlphaTrade Etrax Financial Content

930 West 1st Street, Suite 116C
North Vancouver, B.C.
Canada, V7P 3N4

Phone: (800) 681-7503
Website: www.alphatrade.com

E-Trax is a set of more than 100 fully customizable financial content modules powered by AlphaTrade.com. All E-Trax modules provide dynamic financial content including stock market data and financial information right on your own website.

• Multi-channelled or individual financial content modules
• Fully customizable, including dimensions and colors, to match your website
• Integrate into your business or personal website within minutes
• Attract visitors and keep them on your websiDurkan Consulting Group

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Blue Fountain Media

102 Madison Ave, Second Floor
New York, NY, 10016

Phone: (212) 260-1978
Website: www.bluefountainmedia.com

Blue Fountain Media is a professional New York City-based web design firm located on Madison Avenue. We provide fully customized solutions to help your brand succeed with eye-catching design and online marketing services. Blue Fountain Media serves some of the biggest names in industry, entertainment, publishing, fashion and sports. We also serve much smaller, entrepreneurial companies and start-ups, helping them to take their businesses to new heights. We assign teams to every project we take on, which allows us to handle website design and marketing projects of all sizes and a wide range of budgets. If you have a web development or online marketing project in your business plans, please give us a call to see how we can work together.

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Durkan Consulting

1108 Dickens Drive
West Chester, PA 19380

Phone: (610) 453-8237
Email: info@durkan-group.com
Website: www.durkan-group.com

Durkan Consulting has extensive experience providing web-based solutions to companies in the Financial Services Industry. We can provide you with a site offering a number of features that will differentiate you from the typical “About Us” static boring sites to a site that will attract new prospects and keep your existing clients coming back.

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Family Office Network

2665 Fourth Ave.
San Diego, CA 92103

Phone: ( 866) 801-1553
Email: sales@familyofficenetwork.com
Website: www.familyofficenetwork.com

FamilyOfficeNetwork is a leading provider of web-based client portals for advisory firms giving them the ability to securely share any type of file, report, or document with clients and the clients’ other advisors through a well-organized virtual vault. Tasking and other unique communication tools are included to help advisors more efficiently communicate, collaborate, and coordinate with clients and the clients’ advisory team. Advisors across the country have discovered significant savings in time and money, while improving their client service and technology offerings with FamilyOfficeNetwork. At the same time, they’ve experienced increased referrals, as a result of better collaboration with other professionals.

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Faulkner Media Group

10801 Thornmint Rd , Suite 100
San Diego, CA 92127

Phone: (888) 364-1260
Website: www.faulknermediagroup.com

FMG Suite: The Complete Marketing Solution from Faulkner Media Group. At FMG, we design digital marketing tools that work together to showcase the advisor and attract new business. Dynamic Presentations that play on all devices, Live Video Footage of advisors, Websites with interactive elements, Video Email Newsletters on key topics, and a complete Social Marketing Solution combine to give the advisor a clear edge over the competition. And, our sophisticated platform allows us to offer all of these tools at a remarkable value.

With over two decades of experience in the financial services industry, we’ve done extensive research to understand the current need – both of advisors and of the various marketing and compliance departments tasked with overseeing them. As a new marketing partner we are not hampered by legacy issues – either of products or technology – which put us in a position to lead in the areas of digital and social marketing. Our goal is to be a company that listens to home offices and advisors, and continues to innovate in order to provide tools that are relevant and offer measurable value. As you include our tools in your marketing arsenal we think you will agree.

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Financial Calculators Inc.

P.O. Box 1541
Riverton, UT 84065

Phone: 801-446-7822
Email: sales@fincalc.com
Website: www.financialcalculators.com

The internet is increasingly driving the financial decision-making process for today’s consumer. One crucial step in this process is the ability to receive impartial advice and recommendations over the web–answers to real life financial questions. In response to this growing need for content, Financial Calculators, Inc. has developed a series of interactive, customizable financial calculators for your web site. The “Financial Concepts” online calculators are designed to answer consumer-oriented financial questions using the simplest input possible. Results are displayed in educational text, colorful charts and detailed tables for each calculator. We have developed and market tested over 100 Financial Concept calculators.

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Financial Content

FinancialContent, Inc.
Corporate Headquarters
400 Oyster Point Blvd, Suite 435
South San Francisco, CA 94080

Phone: (650) 837-9850
Email: info@financialcontent.com
Website: www.financialcontent.com

FinancialContent is one of the industry’s fastest growing provider of financial data and tools. The company delivers comprehensive solutions for web, wireless and print clients that include stock quotes, charts, news, and over 75 different datasets. For more than three years, the company has turned the process of content aggregation and delivery into a sleek, turnkey subscription service. The company combines compelling content with unbeatable customer service to offer the industry’s best value proposition. FinancialContent is revolutionizing the way webmasters all around the world manage their content and enhance their businesses.

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Financial Guidance Center

FSO Technologies, Inc.
270 Mason Street
Greenwich, CT 06830

Phone: (203) 869-0200
Email: info@FSOTech.com
Website: Financial Guidance Center

The Financial Guidance Center offers nearly 3,000 pages of important financial guidance, designed to keep existing and potential clients returning to your site on a regular basis and thinking of your firm every time they do.Designed for ease of use and written by top accounting professionals in easy-to-understand language, the Financial Guidance Center suggests money and tax-saving ideas that clients, and potential clients, will turn to you to help implement. It consists of: Life Events Planning, Business Strategies, Tax Strategies, Investment Strategies, Tax Tools and
Financial Calculators.

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Financial Planning Toolkit

Toolkit Media Group
(a Wolter Kluwer business)

Website: financetoolkit.com

We license the right to republish Financial Planning Toolkit…. 1500 hyperlinked documents and financial calculators that provide all the essential information a consumer needs to protect his or her family and plan a financial future.Content is organized into six modules: 1) Goal Setting and Data Collection, 2) Investments, 3) Taxes, 4) Insurance / Risk Management, 5) Retirement Planning, 6) Estate Planning … and is designed to provide individuals with “Total Know-How for Your Financial Future.” These private-labeled documents, calculators, and tools can help you:

• demonstrate a commitment to helping your customers achieve financial security
• increase traffic to your site
• provide editorial support for your revenue-generating products services
• present an objective perspective on the increasingly numerous and important financial decisions your customers/prospects/members are facing.

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Financial Visions Inc.

971 Dewing Ave, Suite 203
Lafayette, CA 94549

Phone: (800) 593-9228
Email: sales@fvisions.com
Website: www.fvisions.com

In the past, financial professionals had to choose between website providers delivering rigid, template-based design or costly custom websites. At Financial Visions we deliver the best of both worlds! You can select from our hundreds of pages of our content, and dozens of styles, and then easily add your own content, links, and information. You’ll build a comprehensive site in minutes, without the expense of custom design, and can edit your site as often as you like.

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FundNet

Suite 13-119 4th Ave S.
Saskatoon, SK S7K 5X2

Phone: (888) 288-567
Email: info@fundnet.ca
Website: www.fundnet.ca

We help Independent Advisors, Mutual Fund Dealers and Insurance Firms create competitive advantage by strengthening their client relationships through improved service and customer interaction. Our NetREP Enterprise Suite™ of online communications and workflow solutions are used by some of the largest and most profitable dealers and independent advisory firms in the industry. NetREP™ products are proven to help independents grow their business and at the same time automate, streamline and reduce the costs associated with more efficient and effective dealer – rep interactions.

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JavaCalc.com

KJE Computer Solutions, LLC
1730 New Brighton Blvd., PMB #111
Minneapolis, MN 55413

Phone: (612) 408-1092
Email: license@dinkytown.net
Website: www.javacalc.com

KJE Computer Solutions, LLC prides itself on creating the best financial tools available for your website. Our feature packed calculators can truly make your site come alive! Try all 350+ financial calculators, each with dynamic graphs, customizable page layouts, colors and reports that are ready to put on your website!

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HNW

936 Broadway, 5th Floor
New York, NY 10010

Phone: (212) 258-9200
Website: http://hnwadvisor.com

Advisor eSuite is HNW’s SaaS software platform designed to empower independent advisors, small practices and enterprises to create, target and deliver sophisticated e-newsletters and client communications. HNW Advisor eSuite was born out of HNW’s wealth market insight, technology leadership and custom publishing expertise. It’s a growing toolkit of resources and information that empower financial advisors to build their practices with high-quality customizable e-communications and to gather measurable data to optimize future client interactions-creating more personalized, relevant client experiences while also maximizing return on their marketing dollar.

HNW Software, Inc. is a wholly-owned subsidiary of HNW Inc. and provides customized marketing software solutions to the U.S. Wealth Management market. Our software solutions and professional services are used today by over 10,000 financial advisors and the world’s leading wealth management institutions. Our commitment to technology and innovation continues to guide the development of proprietary software products designed to engage your clients in ways that deliver quantifiable results.

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Leadfusion Calculators

12707 High Bluff Drive, Suite 325
San Diego, CA 92130858.259.2100
Phone: (858) 259-2100

Email: learnmore@leadfusion.com
Website: www.leadfusion.com

Leadfusion CALCULATORS help consumers answer their most important financial questions and, as a result, attract your best in-market leads. Leadfusion’s financial calculators are available in 18 different categories and over 150 different topics. These financial calculators help entice online leads into your sales process by using real-time profiling and segmentation to qualify and direct in-market consumers through a series of next-steps based on their data inputs and financial calculations. Leadfusion’s financial calculators can deliver immediate offers to these self-identifying, in-market visitors based on key profile data such as loan amount, income level or geographic location. Spanish language versions are also available for financial institutions with significant Spanish-speaking customer bases.

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LightPort

2739 U.S. 19 Suite 600
Holiday, Florida 34691-2705

Phone: (888) 800-0188
Email: info@@lightport.com
Website: www.lightport.com

LightPort is the leading provider of Web solutions for the Financial Services industry, offering Web sites, secure reporting, Web-based document management and SEC compliant e-mail. During our seven years of service, we have developed secure Web applications for over 700 Financial Services firms. And, our applications have delivered over 30 million online financial statements, reports and documents for nearly a quarter of a million investors.

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Meridian Interactive

4409 Poinsettia Street
Fort Myers, FL 33905

Website: www.meridianinteractive.com

Meridian Interactive delivers superior design and marketing services to local, national and global clients. A preferred Forex & Financial Design Agency, Meridian provides original, specially tailored design for sites that embody brand integrity and inherent value in premier financial services.

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Money Toys

Wheatworks Software, LLC
Post Office Box 7
Ruston, LA 71273, USA

Website: www.moneytoys.com

MoneyToys™ financial calculators make it possible for you to quickly add online calculators to your web site so your visitors can perform basic financial calculations without leaving your site. Calculators include Simple Loan, APR Calculator , Buyer’s Requirements, Seller’s Proceeds, Refinancing, Rent or Buy, Loan Spread, Cash Flows, Future Value Spread, Pay Down or Invest? and Loan Comparisons.

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Morningstar Site Builder

Website: http://global.morningstar.com/sitebuilder
Phone: (866) 619-5932

Morningstar® Site Builder is a set of tightly integrated building blocks that can be configured to help investment companies easily create or enhance their Web sites. Site Builder features powerful investment and portfolio analysis tools, all based on Morningstar data and methodologies, for a dynamic and engaging user experience. These interactive components include tools for research and analysis, market monitoring widgets, calculators, FINRA-reviewed reports, and editorial content that transform ordinary sites into dynamic online destinations.

Firms can select the customizable features that align with their online marketing strategies and help set them apart from the competition. Site Builder can easily incorporate a firm’s brand identity, including fonts, colors, and other design elements. And for global firms, Site Builder can accommodate multiple currencies and languages.

Site Builder also helps firms enhance communication with their clients. Many of its components allow users to generate FINRA-reviewed reports that help them present their recommendations to clients. Firms can add a downloadable library of FINRA-reviewed Microsoft® PowerPoint® presentations and sales strategies based on timely investment topics to their Web sites.

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OneSecure Media & Design

201 Herondo Street, Suite 25
Los Angeles, CA 90254
Offices in L.A., Orange County and Boston

Phone: (800) 851-9195
Email: info@onesecureit.com
Website: www.onesecureit.com

OneSecure provides full service technology support for financial professionals looking to take advantage of all the opportunities the internet offers. Remove the time, effort, confusion and high costs associated with developing a professional & beautiful web presence. No IT, design, or technical know-how needed! We help businesses plan, develop, design, implement and support their web design, branding and hosting. We offer a la carte packages or fully integrated web design, hosting, unified communications, email hosting, email marketing, data archiving & compliance, social media presence and compliance, CRM, web filtering, end-point / data / network security and backup, and more.

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Smarsh, Inc. 

921 SW Washington Street. Suite 540
Portland, OR 97205

Phone: (800) 593-9228
Email: sales@financialvisions.com
Website: www.financialvisions.com

Smarsh Financial Visions website services provide the most comprehensive and affordable website design, production and hosting solutions available for the insurance and financial services industries. High-content websites feature an expanded selection of regularly updated, FINRA-approved content and features to help grow your business with a professional and valuable online presence. Since joining the Smarsh suite of solutions in the spring of 2008, Smarsh Financial Visions website services have introduced expanded support staff, practical new features, enhanced compliance functionality and exciting updated designs. Service includes consultative internet marketing support and free webinars on internet marketing and search engine optimization, matched with Smarsh’s commitment to unrivaled customer service.

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Solostream

Website: www.solostream.com

Premium WordPress Themes from Solostream Make it Quick, Easy and Affordable to Create Your Business Blog, Website or Online Magazine.  With WordPress and a Premium Themes Membership from Solostream, you get 20 high-quality themes that make it simple and inexpensive to launch your business blog, website or online magazine. As a web-based media company, the mission of Solostream is to create easily accessible content, products and services that help small businesses, organizations and individuals use the Web to: more quickly launch and grow their online presence; streamline and simplify their operations; connect and collaborate with others through the Internet

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TCalc-Financial Calculators

Time Value Software
4 Jenner St., Suite 100
Irvine, CA 92618

Phone: (949) 727 – 1800
Email: info@timevalue.com
Website: www.timevalue.com

Add the Best Financial Calculators to Your Web Site. With easy-to-use web-based TCalc-Financial Calculators from TimeValue Software, you can instantly enhance the value of your web site. Your customers will be able to calculate loan payments, set savings goals, make rent vs. buy decisions, and more.These handy calculators will give your customers another reason to visit your web site. Perhaps best of all, your customers will have a reason to come back again and again.

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VAULT Solutions Inc.

55 Yonge St. Suite 1210
Toronto, Ontario M5E 1J4

Phone: ( 416)361-9944
Email: info@vaultsolutions.com
Website: www.vaultsolutions.com

VAULT Solutions is the leader and partner of choice for wealth management firms committed to leveraging the Internet to address their business goals. Our expertise in web-based solutions is acknowledged throughout North America and we are recognized for our ability to translate business objectives into innovative technical solutions. Our deep bench of talent includes the business and technical skills that in 1995 created The Fund Library (www.fundlibrary.com), Canada’s first comprehensive financial services web site and at its height, the highest traffic Web site in Canada. For more than ten years, this collective experience and expertise have enabled the VAULT team to design and build hundreds of web solutions for the financial services industry.

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Wealthvisor 

318 1st Avenue South, Suite 200
Seattle, WA 98104

Phone: (206) 682-1195
Email: jasonb@wealthvisor.com
Website: www.wealthvisor.com

Its free and easy to showcase your expertise and find new clients. Create your profile on www.wealthvisor.com. Wealth Visor provides a comprehensive directory of wealth managers, with information and client reviews to help consumers choose the right one for their needs. Research has shown that independent resources such as Wealth Visor, which allow consumers to conduct research and obtain user ratings, have a significant impact on purchase decisions. According to comScore and the Kelsey Group, nearly 25% of Internet users reported reading online reviews prior to paying for an offline service, and 80% of them suggested the reviews had a significant influence on their purchasing habits. Wealth Visor allows wealth managers to create a free profile and our online marketing experts will ensure the best professionals obtain maximum exposure in search engines and on the Internet.

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Wired Advisor

5646 Milton St, Suite 100
Dallas, TX 75206

Phone: 800-258-0839
Email: success@wiredadvisor.com
Website: wiredadvisor.com

WIRED ADVISOR™ is an innovative platform providing a unique blend of social media marketing tools, resources, training, support, community, and online visibility for financial professionals in a wired world. Integrated inbound marketing solutions for powering your online presence to attract and cultivate prospects, foster client retention, generate word of mouth referrals, scale your business marketing efforts, and grow your practice in the age of social media.