Investor websites require timely input. Our customized Administrative Control Panel, Admin Quick Links, (AQL) enables you to update all of your information quickly and effectively without any technical expertise required. The AQL Icons below delineate the sections and describe their uses. |
Features & Benefits |
Splash Page |
CMS+5 | RIA |
Investor Foundation |
Investor Plus |
Investor Premium |
---|---|---|---|---|---|---|
Compare and Choose Your Upgrade Level | One web page with company description and/or contact details | Five web pages (Home, Team, Strategy, Contact, Register) | Seven web pages (Home, Team, Strategy, Marketing Materials, Contact, Investor Sign-up, Disclaimers) | Seven web pages (Home, Team, Strategy, Marketing Materials, Contact, Investor Sign-up,Disclaimers) | Nine web pages (Home, Team, Strategy, Marketing Materials, Fund Calculator, Document Request, Contact, Investor Sign-up, Disclaimers) | Nine web pages and Logo (Home, Team, Strategy, Marketing Materials, Fund Calculator, Document Request, Contact, Investor Statements, Investor Sign-up, Disclaimers) |
professional web presence | yes | yes | yes | yes | yes | yes |
content management system (cms) | n/a | yes | yes | yes | yes | yes |
secure login / investor registration | n/a | yes | yes | yes | yes | yes |
share marketing materials & documents | n/a | add-on | yes | yes | yes | yes |
fund performance calculator | n/a | add-on | n/a | add-on | yes | yes |
real time share tear-sheet & newsletter | n/a | add-on | n/a | add-on | yes | yes |
share investor statements | n/a | add-on | add-on | add-on | add-on | yes |
logo design | n/a | add-on | add-on | add-on | add-on | yes |
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