NEWSWIRETODAY Press Release& Newswire Distribution | HOME
MOST TRUSTED NEWSWIRE PRESS RELEASE DISTRIBUTION
PRTODAY / NewswireToday press release distribution service network
Agency / Source: Advisor Products, Inc.

Check Ads Availability|e-mail Article

Are you the owner of this article?, Turn it PREMIUM with your LOGO instead - and make it 3rd party Ads-Free! within the next hour!

Advisor Products, Inc. Launches Personal Client Portals™ Platform For Financial Advisors - The first application dedicated solely to managing communications between financial advisors and their clients was launched today by Advisor Products, Inc., a leading marketing firm serving 1,800 independent financial advisors
Advisor Products, Inc. Launches Personal Client Portals™ Platform For Financial Advisors

 

NewswireTODAY - /newswire/ - Westbury, NY, United States, 2008/05/20 - The first application dedicated solely to managing communications between financial advisors and their clients was launched today by Advisor Products, Inc., a leading marketing firm serving 1,800 independent financial advisors.

   
 
Your Banner Ad Here instead - Showing along with ALL Articles covering Financial / Legal / Venture Announcements

Replace these Affiliate Programs at ANYTIME! Your banner here within the next hour. Learn How!


 

API’s Personal Client Portal platform makes advisory firms more efficient, scalable, and client-focused by providing a personal website to each of their clients—a single place on the Web for managing all their financial affairs.

The platform is integrated with leading applications used by independent advisors, allowing performance reports, financial plans and other client data to be automatically and securely displayed whenever a client logs into his personal portal. Integration partners include Albridge Solutions, AssetBook, Black Diamond Performance Reporting, FinancialLogix, MoneyGuide Pro, Money Tree Silver Online, Orion Advisor Services, and RedTail Technology.

All Personal Client Portals include a To-Do Manager that enables advisors to send and receive action items to clients and allied professionals, such as estate planners, and track progress on these action items. The platform also personalizes financial articles according to each client’s unique interests, and provides a secure online vault for storing reports and documents.

The platform includes a tool that allows advisors to format and post a blog in minutes. The blog can be made to allow for search engine visibility. Commenting on blog posts by clients and the public can also be enabled.

Advisor Products’ database of more than 800 proprietary financial planning articles is personalized to each client using the portal’s unique system of keywords and client profiles. In addition, API’s editorial staff screens personal finance articles from leading financial publications to ensure consistency with advisor strategies. These articles are refreshed each time a client logs in. Clients can also add RSS feeds from hundreds of leading sources about topics such as health, vacations, autos, wine, dining, collectibles, and much more.

“Personal Client Portals gives advisors a revolutionary new way to manage their businesses,” said Andrew Gluck, CEO of Advisor Products. “They can build and maintain stronger relationships and provide clients a cutting-edge tool to manage their finances that they can’t find anywhere else.”

About Advisor Products, Inc.

Advisor Products Inc. (advisorproducts.com) is a client communications and marketing company serving more than 1,800 independent financial advisors. API creates corporate logos and websites, client newsletters, brochures, and stationery.

 
 
Your Banner Ad Here instead - Showing along with ALL Articles covering Financial / Legal / Venture Announcements

Replace these Affiliate Programs at ANYTIME! Your banner here within the next hour. Learn How!


 

Agency / Source: Advisor Products, Inc.

 
 

Availability: All Metropolitan Area

 

Traffic Booster: [/] Quick NewswireToday Visibility Checker

 

Distribution / Indexing: [+]

 
 
# # #
 
 
  Your Banner Ad showing on ALL
Financial / Legal / Venture articles,
CATCH Visitors via Your Competitors Announcements!


Advisor Products, Inc. Launches Personal Client Portals™ Platform For Financial Advisors

Company website links NOT available to basic submissions
It is OK to republish and/or LINK any newswire for any legitimate media purpose as long as you name NewswireToday and LINK as the source.
 
  For more information, please visit:
Is this your article? Activate ALL web links by Upgrading to Press Release PREMIUM Plan Now!
Advisor Products |
Contact: Brien Shanahan - AdvisorProducts.com 
516-333-0066 x251 bshanahan[.]advisorproducts.com
 
PRZOOM / PRTODAY - Newswire Today disclaims any content contained in this article. If you need/wish to contact the company who published the current release, you will need to contact them - NOT us. Issuers of articles are solely responsible for the accuracy of their content. Our complete disclaimer appears here.
IMPORTANT INFORMATION: Issuance, publication or distribution of this press release in certain jurisdictions could be subject to restrictions. The recipient of this press release is responsible for using this press release and the information herein in accordance with the applicable rules and regulations in the particular jurisdiction. This press release does not constitute an offer or an offering to acquire or subscribe for any Advisor Products, Inc. securities in any jurisdiction including any other companies listed or named in this release.

Financial / Legal / Venture via RSSAdd NewswireToday - PRZOOM Headline News to FeedBurner
Find who RetweetFollow @NewswireTODAY

Are you the owner of this article?, Turn it PREMIUM with your LOGO instead - and make it 3rd party Ads-Free! within the next hour!


Read Latest Articles From Advisor Products, Inc. / Company Profile


Read Financial / Legal / Venture Most Recent Related Newswires:

Law.com VerdictSearch Partners with Optimalex to Offer Legal Predictive Analytics on Medical Malpractice
The Retirement Advantage Hires, Michael Schessler, New York / New Jersey Regional Sales Consultant
TRA Hires Allison Futch as New Regional Sales Consultant
Advent International and LANXESS Announce Future Global Business Structure and Designated Management Team Members
Splunk Files Intellectual Property Lawsuit Against Cribl
TRA Hires Carter Gardy as Regional Sales Consultant
TRA Hires Drew Graser as New Business Development Consultant
TRA Hires Robert Dolin as New Regional Sales Consultant
ALM Releases New Legal Market Report Focusing on the Minneapolis-St. Paul Market
ALM Launches Law.com Pro for Mid-Market Law Firms
TRA Appoints Brian Flynn As New Regional Sales Consultant
Advanced Communication and Collaboration Solutions Boost Efficiency for Frontline Workers in Global Financial Services Finds Frost & Sullivan
ALM Partners with IPMA for Annual Compensation Survey for Paralegals, Practice Support Professionals, and Managers
ALM Announces LawJobs.com Live, The Legal Industry’s First Virtual Career Fair Focused on the Needs of Law Firm & In-house Counsel Legal Professionals
OpenText Showcases Latest eDiscovery Innovations At Legalweek New York 2022

Boost Your Social Network
& Crowdfunding Campaigns


LIFETIME SOCIAL MEDIA WALL
NewswireToday Celebrates 10 Years in Business


PREMIUM Members


Visit LEDtronics, Inc.

Visit  RightITnow, Inc.





 
  ©2022 NewswireToday — Limelon Advertising, Co.
Home | About | Advertise/Pricing | Contact | Investors | Privacy/TOS | Sitemap | FRANCAIS
newswire, PR press releases distribution service magazines engine news alert newsroom press room breaking news public relations articles company news alerts newswiredistribution ezine bizentrepreneur biznewstoday digital business report market search pr firms agencies reports distri-bution today investor relation successful internet entrepreneurs newswire distribution prtoday.com newswiredistribution asianewstoday bizwiretoday USA pr UK today - NOT affiliated with PRNewswire as we declined their partnership offer in 2013
 
PRTODAY & NewswireTODAY are proudly NOT affiliated with USA TODAY (usatoday.com)