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Why do I need my own web site?
Today, hundreds of financial advisers
allow their clients to view their accounts online using technology that is
currently available from broker dealers such as Charles Schwab, Fidelity
and Waterhouse. If you do not start offering this online access under your
own web site, prospective clients are less likely to engage you to be
their personal financial planner. In the near future, financial advisor
web sites will also need to integrate online bill paying and other
services that provide value and convenience for your clients. These services
are affordable today and will help you retain existing clients and attract new
high-net worth individuals.
Our 1-800-ADVISER Web Design team provides a CUSTOMIZED
and integrated turn-key solution
to help you develop your own web site strategy. Your web site will be
designed by the same web design team that pioneered independent
advice for consumers through The-Adviser.com.
We leverage the same experience to help independent financial
advisers get online to improve their businesses. Our design process is
based on 4 easy steps:
- Select a domain name (i.e. http://www.1800Adviser.com.)
- Have our team create a customized web
site for your firm with a consistent image
- If available, integrate online access so
your clients can review their accounts
- Launch your web site and generate
traffic with a Link to The-Adviser.com and
1-800-ADVISER.com
We customize each web site based on a particular financial advisers
current and desired client demographics. This can include integrated links
to your broker dealers client access page, mutual fund links and research
links.
What are the technical
requirements of my firm?
None. We provide 24-hour
reliability, redundant hardware, extra lines for peak loads and so on plus
an experienced web design team that understands the needs of independent
fee-based financial advisers. The web site hosting center consists of a
multi-million dollar technical infrastructure : multiple T3 connections,
dozens of powerful Dell servers, Cisco switches and routers,
backup power generators and much more. This level of technology would be
prohibitively expensive for you to create on your own. Hosting
with The Independent Adviser Corporation can help you free up your
resources to do other things in your business. Keeping up with ever
changing web technology requires an enormous amount of time and human
resources. We have highly trained, knowledgeable support staff in place to
operate the systems, provide technical support, and manage the entire
operation 24 hours a day, every day. Duplicating our commitment to web
hosting for independent financial advisers is a tall order for most
organizations. What are the
fees?
Our initial design fee for your own
customized web site ranges from
$1,500 to $3,000 depending on complexity. Ongoing web hosting including minor design changes and updates
costs $20 per month.
I still have a few more
questions but I am ready to get a web site, what should I do next?
If you are looking for a customized web site, just call Michael D.
Porcelain, President at 516-682-8279 or click here
for further information.

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