Advisor Websites

(4)
3.5 out of 5 stars

Website software for the financial industry

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Showing 4 Advisor Websites reviews
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Advisor Websites review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
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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 business 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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Advisor Websites review by <span>Ray A.</span>
Ray A.
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Verified Current User
Organic
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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 business problems are you solving with the product? What benefits have you realized?

Marketing to new prospects and existing clients. Client communication.

What Website Builder solution do you use?

Thanks for letting us know!
Advisor Websites review by Administrator
Administrator
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Invitation from G2 Crowd
Reviewed On

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 business 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

Advisor Websites review by User in Primary/Secondary Education
User in Primary/Secondary Education
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

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 business 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

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