Website Features

Web-based content management

The AltaStreet Website System allows website owners to manage their own content directly on the website!  Just log in at www. <yoursite here> .com/user/login and see how easy it is.

Easy-to-use content editor

AltaStreet's web-based content editor allows website editing similar to Microsoft Word.  No HTML required!

AltaStreet Compliance System

Simplify the website update process and make your compliance officer’s life easier with the AltaStreet Compliance System.  The system notifies the compliance officer of any changes to the website, and publishes the content only after the changes have been approved.

Learn more about the AltaStreet Compliance System on the Broker-Dealer page.

Financial calculators

Financial calculators offer website users a helpful tool for estimating 401(k) and 403(b) savings, net worth, college savings, and much more.  Adding features like financial calculators give website users a reason to come back frequently and improves the value of the website for the user.

Client FileShare

Sharing files with clients is simple and secure with the AltaStreet Client FileShare system.  Website owners can create unique logins for each client, then upload documents through the website for those clients.  The result:  The client can log in and access these documents 24/7, without having to contact the advisor and waste precious time.

News feeds

Including an external news source to an AltaStreet website is easy with the News Feed feature.  Adding features like a compelling news feed gives website users a reason to come back frequently and improves the value of the website for the user. 

Market Summary

The market summary provides the latest updates on the US stock market.  Quotes are updated every 20 minutes and have a 20 minute delay.

Client polls

Client polls are a great way to gather feedback from website users, whether they be existing clients or prospective clients.

Website traffic statistics

AltaStreet uses the comprehensive toolset provided by Google to analyze website traffic.  Reports can be sent by email on a weekly or monthly basis.

Newsletter signup

Allow prospective and existing clients to sign up for an email-based company newsletter through your website.  Email lists can be managed through the website or exported to another application.