|
CompleteSite Interactive |
 |
An easy-to-use Online customizable financial Website builder designed to deliver the “Financial Strategies Online” content, the “Clients Monthly Newsletter” content, and a full suite of essential online tools & resources to the financial professionals clients and prospects. The professionally designed Website templates enhance their firms’ image and provide a unique presence on the Internet. |
|
|
|
CompleteSite Interactive Add-ons |
|
Provides both subscribers of the CompleteSite Interactive Websites and any other Website owners the ability to add an Interactive suite of tools and resources via an online customizable Intranet. Features include a Document Manager, Calendar, Tasks, Address Book and other interactive forms and features in separate versions, (1) the “Firm Interactive”, for the Website owners staff and (2) the “Client Interactive”, for clients, utilizing unique usernames and passwords.
|
|
|
|
Financial Strategies Online |
|
|
3000+ pages of unbiased Financial Guidance content for financial professionals to provide to their clients and prospects via a packaged mailing program or online through their existing Website, adding the "stickiness" required to keep them returning. |
|
|
|
Clients Monthly Newsletter |
|
Monthly financial newsletter filled with numerous articles, helpful tips and latest tax developments for financial professionals to provide to their clients and prospects via direct mail or online through their existing Website, adding the "stickiness" required to keep them returning. |
|
|
|
My Accounting Portal |
|
|
A customizable Yahoo style portal for Accountants, CPA's and Financial Advisors, with proprietary content and news, subscription based news feeds, links, unique interactive tools and web applications, including personal information management tools. Selected by Forbes Magazine as "Best of the Web", as well as receiving other awards from inside the profession. |
|
|
|
Accounting and the Internet Newsletter |
|
An online and emailed weekly newsletter to 65,000 financial professionals with information on the latest news, trends and tools in the financial services industry. |
|
|
|
Online Mailing List Manager |
|
Provides financial professionals the ability to easily create, publish, send and track email newsletter campaigns from any computer location. This indispensable marketing application facilitates efficient communications with existing and potential clients. |
|
|
|
Interactive Online Tax Organizer |
|
An online application, which provides accountants with the ability to collect and organize client business and tax data over the Internet, directly through their Website. |
|
|
|
Interactive Online Forms and Data Builder |
|
An online application, which allows non-technical users to design and build online forms to collect, organize and share any type of data with their clients over the Internet, directly through their Website. |
|
|
|
Online Banking Portal |
|
Branded banking portals, allowing financial institutions to provide financial and life event content, calculators, unique interactive tools and web applications, account aggregation and personalization for their customers. |
|
|
|
Small Biz Portal |
|
A customizable Yahoo style portal designed for business owners and managers, with proprietary content and news, subscription based news feeds, links and unique interactive tools and web applications, including personal information management tools. |
|
|
|
Corporate Portals and Intranets |
|
Yahoo style portals for corporations to use as intranets, for employee sharing and communication or extranets for a corporate Website alternative. Portals include proprietary content and news, subscription based news feeds, links and unique interactive tools and web applications, including personal information management tools. |
|
|
|
Outsourcing Workflow Control Center
|
|
An online application, which facilitates efficient document management and sharing, organization, asset scheduling and communication between outsourced employees, managers and clients. |
