(November 9 – 13:40 ET) – Globe Interactive has launched a new Web site exclusively for financial advisors. Globeadvisor.com is designed to provide advisors with a complete Internet resource for building their business by becoming part of their clients’ online investing experience.
“When it comes to serving clients, advisors are looking for a single solution that offers a full complement of tools and functionality, and that’s what globeadvisor.com offers,” says David Keith, vice president financial products, Globe Interactive.
The Web site allows advisors to leverage the efficiencies of the Internet by helping their clients to become better informed, to track their portfolios, and to be more aware of the news that affects their particular investments. It simplifies the task of maintaining client records, and helps in the creation of strong client presentations. The site also helps advisors research investment ideas for their clients, and graphically illustrate to them why their recommendations make sense.
Highlights of the site include:
- enhanced versions of globefund.com and globeinvestor.com;
- sales presentations that are easy to create, print or e-mail;
- advisor-branded client portfolios;
- retirement, asset allocation and tuition planners;
- investment news; and
- client contact tracking tools.
The research and news components of the Web site are available to advisors free of charge. Client-related activities are priced on a low per-client basis, which in many cases will be competitive with monthly postage fees for each client.
-IE Staff