AdvisorSquare - Benefits

AdvisorSquare is the nation’s premier provider of web sites for independent financial advisors with over 6500 web sites built. Utilizing our “preferred provider” status with over 40 broker dealers, we are able to provide you with a high quality web site at a price lower than ever before! An AdvisorSquare web site provides you, the financial professional, with an unmatched combination of content, tools and features to help you successfully:


  • Market Your Practice
    Promote yourself and your services with our “marketing brochure” center, and increase your marketing effectiveness with our “GetHits!” online marketing newsletter.

  • Enhance Your Client Relationships
    Keep your clients informed with our “click and publish” Newsletter Center which contains a library of over 200 NASD compliant financial articles.

  • Keep Your Clients Engaged
    Offer your clients and prospects access to stock quotes, current financial news, Morningstar mutual fund research, market summaries and much more.

  • Build Your Clientele
    Our proven “business builders” will multiply the effectiveness of your referral and other new business generation programs.

  • Promote Your Seminar Program
    Promote your seminar program, encourage customers and prospects to register, and track registrations, all in just a few clicks.

  • Make Your Site Interactive
    Keep clients and prospects coming back with interactive tools that include over 20 financial calculators, portfolio watch lists, and an online information request center.

  • Online Portfolios
    Allow your clients to track their portfolios online in a secure, password-protected environment.