MutualFundWire.com: Web Service Offers New Advisors Site Design

MutualFundWire.com

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Tuesday, April 11, 2000

Web Service Offers New Advisors Site Design

AdvisorSites, the Web site design firm headed by Andy Gluck, contributing editor of Investment Advisor (formerly owned by Dow Jones, now Wicks Publishing), has launched a new template design product to complement his existing customized site designs.

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Gluck says his new templates, in basic and deluxe packages, will have several options within basic Web site templates which advisors can choose to incorporate into their Web sites. Also, advisors will have the option to include their own graphics and company banners. The new product costs $250 to set-up and $720 a year to maintain for basic and $1,200 per year for Deluxe, a substantial discount from the $2,500 set-up fee for a customized site.

"My feeling was that every advisor had to have his own brand identity, and the Web is a great place for that," said Gluck, president of AdvisorSites. "The templates are good and fast and cheap."

The new template product includes a simple database management system so advisors can simply cut and paste new content to their sites, as well as an account look-up page linked to advisor's broker/dealers allowing clients to see their statements online. Gluck also stresses the original content that he and his editorial staff produce for the Web sites monthly, which is included in the Deluxe package, but not in the Basic. The Deluxe package gives advisors' the option to include a limited number of different features from his Fee-Only Client Newsletter archive.

In addition, advisors can choose from a variety of options for an additional fee. Two examples are the arrangement with Ibbotson Associates for customized slide shows as well as with Lync Consulting for portfolio reporting online via Centerpiece and Advent.

Gluck is also discussing the possibility of implementing a new "compliance net" with broker/dealers which would allow RIAs to submit new content for their sites to a compliance officer at their b/d. If the content is approved, it will post automatically to the advisor's Web site, or if something needs to be changed, it will be sent back to the advisor for the appropriate revisions.

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