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AES offers Client Web Portals and Custom Designed Marketing Web sites for Financial Advisors. These solutions will increase ROI by decreasing report development time and help lower client acquisition costs. The Client Web Portal Can be added to your existing web site or can be packaged together with the easy to use Marketing Web site solution. Learn more about our Financial Solutions below.  Financial Advisor Client Web PortalFinancial advisors can now manage client information with an easy to use web portal that provides up to date interactive reports, to clients, using information from your Schwab PortfolioCenter®. That's right, no more printing and mailing reports or creating PDF files and manually uploading them for each client to your web site. Better yet, your clients have the ability to customize 3 different reports by date range - no more static monthly reports! Your clients can look at their information by Week, Year, Quarter or what ever combination fits them best. This allows your clients to get the information they need 24 hours a day. Available in 3 versions - depending on the size of your company. FEATURES & BENEFITS:
•  Easy to use Client View >> CLIENT VIEW• Flexible Advisor View >> ADVISOR VIEW• Client Document Vaults>> CLIENT DOCUMENT VAULT VIEWProvide your clients the documents they need in an easy to manage document vault. • Client Contact Management Tools>> CLIENT CONTACT MANAGEMENT TOOLS- Quit calling clients to update information. Let them update it for you! • Private Company Document Vault>> PRIVATE COMPANY DOCUMENT VAULT- Make documents available in one easy location. • Client Reminder/Task System>> CLIENT REMINDER/TASK SYSTEM- Remind each client of up coming events or of items you need from them. • Public Reminder System>> PUBLIC REMINDER SYSTEM- You can also post global reminders for all clients through the system. • Customize Reports by Date Range>> CUSTOMIZE REPORTS BY DATE RANGE• Merges with Portfolio Center and Junxture. 
Contact US Now to learn more. Marketing Web sites for Financial AdvisorsCustom Designed Marketing Web sites for Financial Advisors and Asset Management Firms A Custom designed web site will provide you with the look of security & reliability your clients expect. Something you will never get from a templated web site. And, with an easy to use Content Management System (CMS) this is the ideal solution to generate new clients and retain existing ones. We help you through the entire process of building your web site! AES will help you through the difficult process of planning the architecture of your site and the content that should be shown on each page. Bad architecture is the number one reason a site fails and most companies will leave this process to you! FEATURES & BENEFITS:
• Site Architecture - planned and built specifically to your needs - this difficult process is included!• A Custom Design - that uniquely speaks to the qualities of your firm. • Easy to use Content Management System (CMS) - Add, Edit, & Delete pages and content 24 hrs a day! • Secure Login Area - on every page to conveniently allow existing clients to login to their information.
Contact US Now to learn more.
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