AltaStreet Financial Websites and Marketing Chosen by the Nation’s Largest Independent Broker/Dealer* and Leader in the Retail Financial Advice Market

LPL Financial, the nation’s largest independent broker/dealer* and leader in the retail financial advice market, has selected AltaStreet Financial Websites and Marketing for inclusion in LPL Financial’s Vendor Affinity Program.

The Vendor Affinity Program was designed to help its more than 14,000 advisors reduce the complexity and costs of running their businesses. The program consists of a centralized repository of vendors that have agreed to provide their products and services to LPL advisors at discounted prices. AltaStreet offers LPL advisors creation of custom websites across a range of budgets.

AltaStreet is a leading provider of advisor-centric technology solutions including custom website design, custom back end development and automation technology for financial services companies.

“At AltaStreet, we approach work with our clients through a lens of true discovery in an effort to uncover stumbling blocks and obstacles our clients face when using the Internet to market their business, generate leads, acquire clients and add revenue to the bottom line,” said Dan Stark, director of Business Development at AltaStreet. “The technology solutions we offer can significantly cut costs and boost revenues and ultimately help clients thrive in the digital world.”

“We recognize that technology is a major contributor to creating increased efficiency and driving greater productivity in our clients’ businesses,” said Victor Fetter, LPL Financial managing director and chief information officer. “Being able to connect LPL clients with leading technology solution providers adds a new dimension to the level of service and support we can provide to clients to help them manage and grow their businesses.”

AltaStreet was founded in 1998 by CEO Robert Sheinbein, a former financial advisor who created technology automation to serve his own office. As an advisor managing a family’s multi-billion dollar portfolio, Sheinbein could see the tremendous value the automation provided. With a unique perspective to be able to deliver technology solutions that solve advisors’ unique needs, he parlayed his experience into building complex back-end systems for a variety of companies and began AltaStreet. His financial services industry experience separates AltaStreet from other businesses in the website design and development space, as the company blends Sheinbein’s perspective with that of experts in business, marketing, sales, branding, websites and technology to create a premier company providing custom website design, custom website development, and web marketing services to the financial services industry.

AltaStreet is an industry leader in the custom website design space, specializing in design, development, SEO, branding and logo design. The company’s programming skills can support a range of needs, including social networking tools, shopping carts and payment gateways, with the proprietary tools for supporting compliance needs.

About AltaStreet:

AltaStreet Financial Websites and Marketing was founded in 1998. AltaStreet is a leading provider in custom website design, custom development and automation technology for financial services companies. They often function as an outsourced CMO for the companies they help. AltaStreet’s solutions provide a very high return on investment for their clients. In the space they operate in, where their clients need credibility, image matters. What does your website say about you?

For more information about AltaStreet, please visit

About LPL Financial:

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $486 billion in advisory and brokerage assets, as of May 31, 2016. LPL is one of the fastest growing RIA custodians and is the nations largest independent broker-dealer (*based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $121 billion in retirement plan assets, as of March 31, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego.

For more information, please visit

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

Best Website Hosting Plans for Financial Advisor Websites!

AltaStreet offers two hosting packages, a basic plan and premium plan.  This post will explain the differences between the two, and give some suggestions as to which might be right for you.

Hosting Plans

Unlimited website support
Content updates – 6 hours (per year)
100MB disk space
10GB bandwidth
Unlimited website support
Content updates – 12 hours (per year)
1000MB disk space
100GB bandwidth

What do these numbers mean?

Website support – AltaStreet offers unlimited website support to all hosted clients.  We understand that creating and maintaining a website is a new thing for most of our clients, with strange and confusing terminology.  And while we try our hardest to keep it as simple as possible, we know it’s not always easy to get things working the way you’d like.  So give us a call or send us an email, we’re here to help any way we can.

Content updates – Here’s where it can be confusing.  What’s the difference between website support and content updates?  This blog post tries to explain.  Simply put, a content update is where we make the website update for you, rather than helping you make the update.

The basic plan includes 30 minutes/month in content updates.  On average a content update takes 10-15 minutes, so that’s roughly 2-3 updates each month.  The premium plan includes one hour/month, which is roughly 4-6 updates each month.

Disk space – Disk space is the hard drive space on our servers that are dedicated to your website files.  This does not include your theme or database, only files you’ve uploaded to your site.  100MB is more than enough for most of our clients (currently our clients average 10MB), but at times a client has certain requirements that exceed 100MB, which is why we offer the premium plan.  Image galleries, hosted videos, and large PDFs may require an upgrade to the premium hosting plan.

Bandwidth – AltaStreet offers 10GB of premium bandwidth with each website.  Unless you find yourself on the front page of CNN, this is more than enough bandwidth for a typical professional services website.


So which plan is right for me?

The basic hosting plan is sufficient for most AltaStreet clients.  But here are a few scenarios where premium hosting would make sense:

  • Small office – If you’re in a small office with limited support staff, it may be most efficient for us to post your weekly market summaries or industry articles for you.
  • Large files – If you’re posting 50-page PDF articles with market data for each quarter, these can add up quickly.
  • Videos – It only takes 2-3 videos hosted on your website to reach 100MB.  If possible, host your videos with 3rd party video hosting companies, like YouTube or Vimeo.

Our recommendation is to start small, unless you know from the start that you’ll exceed one of the plan’s limits.  We’ll let you know when it’s time to move up, and you can upgrade then.