The Internet provides a new way for you to meet new customers and enhance relationships with your current clients. An AdvisorSquare web site helps gather as much information about your clients and prospects as possible, so that you can address their needs in a more detailed fashion than ever before!

Tell-a-Friend New Business Generator
This is your online referral system. It replicates and enhances the referral process you use to grow your practice. Online visitors can send an e-mail to friends and family promoting your site.

Prospect Tracking/ Manage Customers
“ Request Info” button enhances communication and service to your customers/prospects by inviting questions and providing answers to them. It will also capture specifics on your clients allowing you to track and manage their accounts more effectively. 

E-mail Express

Send group E-mails quickly and effortlessly to your clients. Clients will only see their name as the sole recipient rather than the entire group to whom you sent the e-mail. E-mail Express is a great way to demonstrate your commitment to communication as well an excellent method of keeping your clients updated on the latest products and concepts.

Portfolio Check-Up

Gain insight into your clients' and prospects' investment interests with the AdvisorSquare Portfolio Check-Up. This tool tracks what stocks have been added to your clients' watch lists.

GetHits! Marketing Newsletter

AdvisorSquare has incorporated its extensive knowledge and experience in web site development into this marketing tips web site. GetHits! provides AdvisorSquare customers with effective how-to tips on using their web site to increase business.

• Innovative Marketing Ideas
• Document Center packed with sample letters and E-mails
• Web site and newsletter themes possibilities
• Tips for promoting your site
• Instructions on how to use your site to increase business
• Web Site of the Month
• Customizationoptions suggestions
• Testimonials & Successes Stories