Advisor Websites Update: New Design Tab

Upcoming Webinar

Introducing Simple Setup!

Join us on October 23 at 11 AM PST for a live presentation as our VP of Customer Success, Parker Thompson demonstrates how quickly and easily you can build yourself a professional online presence.

Learn More

How to Write a Financial Advisor Biography

Learn More

6 Common Content Mistakes Made by Financial Advisors

Watch Now

Thanks to our UserVoice feature that we introduced a couple months ago, we are happy to announce the latest update to our platform!  Many of you filled out our feedback form from within your dashboard, and your wishes have been granted!

You requested that we provide you with an easier way to update the design of our page, and that's exactly what our development team has done.  Check out the screenshots below to see how easy it is to preview a new theme, change your fonts, and upload primary and secondary banners.  Thanks for the feedback!

[gallery link="file" order="DESC"]

 

Topics: advisor websites dashboard, Blogging, Design, website templates for financial advisors, websites for financial advisors