Features & Tools

Custom Website Design

Create brand consistency.

Customize every element of your website with our truly custom website design process. Start with three unique designs on the first round, with up to three rounds of design revisions. And throw in an animated homepage banner to make a stellar first impression.

Our designers can work with you to create YOUR perfect website, whether you’re a retirement advisor, financial planner, wealth manager, or any other financial services company.

AltaStreet Site Manager

Manage your own website, No Geeks Required.

Develop your site with our easy-to-use Site Builder. Add pages, create news articles, edit staff bios, and do it all from your own computer. No software to download, no licenses to maintain.

Full-Featured Content Editor

Content at your fingertips.

Upload images. Type your text. Point and click to edit. The Site Builder’s “What You See Is What You Get” (WYSIWYG) interface makes it easy to add new pages, fresh content, photos, and more. If you can use Microsoft® Word, you can build and manage your website with AltaStreet.

SEO Tools

Be found.

Add keywords and tags to each page that describe your website content and improve your search engine visibility.

“But my business is all referrals and networking, why do I need SEO?” Learn more »

Add the AltaStreet Premium SEO service and you will work directly with AltaStreet’s SEO experts to improve your site’s search engine ranking. Learn More

Website Traffic Statistics

Know your audience. Knowledge is power.

AltaStreet integrates with Google Analytics to show at a glance how many visitors you’ve had, which links they clicked, which pages got the most hits, what they searched for, and how much time they spent on your site. This information helps you focus your marketing efforts on the best channels and track the success of each marketing campaign.

Customer Support

Great support, personalized.

Feeling overwhelmed by it all? Don’t know where to start, or where to stop? Give us a call and we’ll walk you through it. Yeah, it seems out-dated to some in this age of digital communication, but we still encourage our clients to CALL us and ask any questions they might have.

Client Vault


The AltaStreet Client VAULT provides a secure location for document storage and collaboration between advisor and client. Create a unique username and password for each of your clients, upload documents from any web browser, and never lose another client document again.

Collaboratively edit documents with clients, staff members, and associates around the world.
Download and upload documents with the highest level of security available, 128-bit SSL encryption.
Access documents from any computer or device with Internet connection, including Blackberry or iPhones.

Have an account? Login to the Client VAULT now.

Compliance Manager

Compliance simplified.

A website is so much more than a static brochure. Companies change, and their websites will need to change with them. The newly improved AltaStreet Compliance Manager empowers the advisor to keep the website current, and allows the compliance department to easily keep up!

Learn more »

Market Summary

Real-time market updates.

The AltaStreet market summary provides real-time market updates for your website. Get quotes from the Dow Jones, NASDAQ, S&P 500, and more, updated every 20 minutes.

Financial Calculators

Estimate your net worth, calculate the value of an IRA, or research the trade-off of renting vs buying your next home. AltaStreet provides over a dozen different financial calculators for your clients to play around with.

Industry News Feeds

Educate your users.

Provide your website visitors with the latest industry news headlines in a no-fuss RSS data feed from your choice of sources. With no effort on your part, the news headlines get updated daily and keep your website content fresh.

Events Calendar

Having a hard time keeping track of all your client events? Are prospective clients having a hard time keeping track of you? Create an events calendar for all upcoming events, so they’ll always know when and how to meet up with you and your staff.

Newsletter Signups

Save a tree. Email a newsletter.

Newsletters can be a successful way to keep in frequent communication with your clients and prospective clients. Simplify the process by letting AltaStreet create a sign up form for your website. We can also help you create an email template for your newsletter and help you organize your email marketing campaigns. Learn more > (links down to Email Marketing)

Custom Surveys & Questionnaires

Connect with your audience.

Collect new leads, get valuable client feedback, let clients RSVP to an upcoming event, or simply gather email addresses for your quarterly newsletter. AltaStreet custom web forms can be used for a number of purposes, all of which can add credibility to your website.

Customer Support

Marketing expertise for the financial industry.

Do you ever wonder what other companies in the financial industry are doing on their websites? Well, just ask. We spend all day building websites for people just like you. So whether you’re a retirement advisor, financial planner, wealth manager, or any other professional services company, we can offer advice on the latest marketing trends in your industry.

Social Media Integration

Be ahead of the marketing curve.

AltaStreet specializes in integrating social media into your website. We provide our clients with maximum online exposure through the use of increasingly popular social networking forums, search engine and viral marketing, as well as traditional print media.

Email Marketing

Email = Engage.

In an industry where each and every client contributes so much to a company’s profits, the most important thing any business can do is to keep their clients engaged. There may be no better customer relationship management tool than a consistent opt-in email program to deliver timely, relevant messages at the right time to the right audience.

We’ve partnered with Constant Contact, a leading provider of high-performance email marketing software. Their robust, web-based software enables you to manage your client lists, create and send targeted emails, and report and analyze results to deliver solid ROI. Constant Contact offers a 60 day FREE trial for new clients.

Graphic Design

Logos. Business cards. Brochures.

Good graphic design does not create itself. It takes research, time, talent, and a lot of work. The web is cluttered with thousands of designers that flaunt quick turnaround and cheap prices – and quick and cheap is exactly what they provide. Here at AltaStreet, we take pride in every graphic design job that comes to our table, giving it the time and attention it deserves.

Custom Programming

Anything else you might want…

Down the road, if you’d like to expand your website, you are not limited in what you can do. Where other companies would charge you to rebuild your entire site, AltaStreet can use our flexible open source framework to add additional capabilities and features. AltaStreet’s programmers are capable of programming virtually anything that is desired for your Web site – from social networking tools to shopping carts and payment gateways.

Customer Support

Did we mention customer support?

It may seem a bit redundant, but yes, AltaStreet offers exceptional customer service at every turn. But don’t take our word for it, check out our testimonials (link), or call for client references.


AltaStreet Financial Websites focuses on website design and marketing services for financial advisors. View our financial website services.


160 Tycos Drive
Suite 224 Toronto ,
ON M6B 1W8
Phone: (216) 894-5193
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