 |
|
Taking Advisory Websites to the Next Level
Using your website as a brochure is a given. As a Client Portal it becomes a competitive asset. Advisors now understand that upgrading their sites to a Client Portal offers a powerful and radically efficient client communication tool. Having completed over 1000 portal projects in the last 10 years, no one has more experience helping advisors move their sites to the next level than LIGHT[PORT]. |
|||
 Click here to launch a short video by our founder and CEO discussing how the web is changing the nature of advisory client communications.
|
Your Next $10 Million in AUM
Retaining a key client, paving the way for a referred lead, opening a dialog with your next corporate prospect - they all increasingly depend on the quality of your web presence.
If your firm offers tailored advice or uniquely managed strategies then your website needs to show that. It cannot be a simple template solution with undifferentiated links to your custodians.
The ROI Can Be Compelling
How much does it cost? After an initial setup and implementation fee, which varies with the scope of the project, the ongoing support and licensing ranges from $200 to $600 per month. For most firms, the total cost amounts to less than the fees they would earn on raising or retaining just $1 million in assets. |
1 Million Hours of "Face-time"
Last year the secure portals of our nearly 500 client firms were visited more than 4.5 million times. Averaging more than 20 minutes each, these visits totaled over
1 million hours of client "face-time" that these firms would have either missed or would have been replaced by a more expensive meeting or phone call.
LIGHT[PORT] is the Leader
LIGHT[PORT] is the only provider of advisor web services that treats you the way you treat your clients. We employ a highly consultative process, with a custom solution.
We do have products - like you have strategies - but they are all applied uniquely to each of our clients.
That is why we have become the leading provider for the most successful advisors, wealth managers and hedge funds in the country.
|
|
| ©2010 LIGHT[PORT], Inc. |
|