Standard Onboarding

Our innovative templates are easy to configure but we understand that everyone has a differing level of comfort, experience and dedicated time to set up their Advisor Website!. In addition to our complimentary technical support and online tutorials, we also offer two upgraded onboarding packages: Standard Onboarding and Premium Onboarding.

With Standard Onboarding, you receive:

  • Dedicated Onboarding Specialist
  • Design and Layout Consultation
  • Website personalization using selected Flexible Template, with up to two rounds of revisions
  • Homepage color brand match
  • Integration of your company logo on website masthead
  • Select up to 5 premium images from our VIP library for your homepage sliders and/or internal pages
  • Creation of up to 5 custom pages
  • Creation of up to 5 staff member profiles
  • One round of revisions ih your Onboarding Specialist once content is populated
  • Semi-annual website review with Client Success Specialist

For more information, please contact our Sales Department at 800-233-2834 or online.



If you are already working with an Onboarding Specialist, please contact to set up an appointment!