false
Essentials
- Essentials Website design
- Responsive website
- www.askanyname.ca domain
- Domain & Hosting
- Client Portal Log-in
- Comprehensive Back-up System
- Search Engine Optimization
- Mobile Friendly
- Google Analytics
- Reputation Monitoring
- Free SSL Certificate
- BuyNow Insurance buttons
- Discovery Session
- Comprehensive & Customizable Analytics Dashboard
additions to website:
- Financial Calculator Series
- Blog Posts + Podcasts (1/month)
- Advisor’s own video upload (4/month)
- 5 x curated, compliance-friendly articles auto-posted to website
- Interactive Retirement Calculator
- Photo Carousel /rotating images
- Explainer video series (1/month upload)
social media package:
- Carte Links* access to full library
- 5 x curated, compliance-friendly articles
- auto-posted to social media
- Pre-designed Infographic (1/month)
- Pre-designed Lead Page (1/month)
false
Professional
- Professional Website design
- Responsive website
- www.askanyname.ca domain
- Domain & Hosting
- Client Portal Log-in
- Comprehensive Back-up System
- Search Engine Optimization
- Mobile Friendly
- Google Analytics
- Reputation Monitoring
- Free SSL Certificate
- BuyNow Insurance buttons
- Discovery Session
- Comprehensive & Customizable Analytics Dashboard
additions to website:
- Financial Calculator Series
- Blog Posts + Podcasts (1/month)
- Advisor’s own video upload (4/month)
- 5 x curated, compliance-friendly articles auto-posted to website
- Interactive Retirement Calculator
- Photo Carousel /rotating images
- Explainer video series (1/month upload)
social media package:
- Carte Links* access to full library
- 5 x curated, compliance-friendly articles
- auto-posted to social media
- Pre-designed Infographic (1/month)
- Pre-designed Lead Page (1/month)
CARTE RECOMMENDS
Ultimate
- Ultimate Website design
- Responsive website
- www.askanyname.ca or anyname.ca domain
- Domain & Hosting
- Client Portal Log-in
- Comprehensive Back-up System
- Search Engine Optimization
- Mobile Friendly
- Google Analytics
- Reputation Monitoring
- Free SSL Certificate
- BuyNow Insurance buttons
- Discovery Session
- Comprehensive & Customizable Analytics Dashboard
additions to website:
- Financial Calculator Series
- Blog Posts + Podcasts (1/month)
- Advisor’s own video upload (4/month)
- 5 x curated, compliance-friendly articles auto-posted to website
- Interactive Retirement Calculator
- Photo Carousel /rotating images
- Explainer video series (1/month upload)
social media package:
- Carte Links* access to full library
- 5 x curated, compliance-friendly articles
- auto-posted to social media
- Pre-designed Infographic (1/month)
- Pre-designed Lead Page (1/month)
Analytics Dashboard included in all packages
Track and understand your web analytics. Know who your visitors are and where they come from.
Carte Links is your Client Engagement Platform
*Carte Links offers a secure, easy-to-use hub where you can access and deliver personalized, curated & compliance-friendly articles and videos to your clients either one-to-one or one-to-many.
Add-ons or Standalone options
We’ve thought about it all. We provide you the flexibility you need based on your specific situation.
| Carte Links | |
|
$20/month |
|
$40/month |
| Microsoft 365 Business Basic | $10/month |
|
|
|
$40/month |
| Microsoft 365 Business Standard | $20/month |
|
#1
Independent Investment Dealer in Canada for
2019 & 2020
Investment Executive’s 2020 Dealers’ Report Card
9.8
Freedom of Product Choice
9.8
Support with Regulatory Changes
9.3
Technology Tools and Advisor Desktop
9.0
Support for using Social Media