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Financial Advisor

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 http://altastreet.flywheelsites.com

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 http://www.lpl.com

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

Categories
Financial Advisor

Picking the Right Web Hosting For Your Financial Advisor Website

Along with our class-leading web design services, AltaStreet also offers two different web hosting packages for your financial advisor website — a basic and a premium plan. 

 

Basic Hosting Plan

        • Unlimited website support
        • Content updates – 6 hours (per year)
        • 100MB disk space
        • 10GB bandwidth
        • Price: $49/mo

Premium Hosting Plan

        • Unlimited website support
        • Content updates – 12 hours (per year)
        • 1000 MB disk space
        • 100 GB bandwidth
        • Price: $99/mo

 

Let’s look at the differences between the two so you can choose the right package for your needs.

  • Website Support 

We offer unlimited website support to all of our hosted clients.  We understand that creating and maintaining a website is a new thing for most of our clients, and can be difficult to navigate with all the confusing terminology and new technologies involved.  

While we try our hardest to keep it as simple as possible, we know it’s not always easy to get things working exactly the way you’d like. Just give us a call or send us an email, and we’ll figure out any website maintenance issues you’ll encounter.

  • Content Updates

Here’s where people get confused. Website support only includes services that help you maintain your website and keep it up and running. 

Content updates are extra services which involve editing the current state of your site. This includes adding new pages and sections, or formatting new blog posts for publication. 

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

  • Disk Space

Your allocated disk space determines how many files, such as PDFs, images and videos, you can upload to your site. This does not include the space that your theme or database takes up. 

The basic plan comes with 100 MB, which is more than enough for most of our clients (currently our clients average 10MB). But some clients have certain requirements that exceed 100MB, which is why we offer the premium plan.  If you want to add lots of image galleries, hosted videos, and large PDFs to your site, you may eventually need to upgrade to our premium hosting plan.

  • Bandwidth

We allocate 10 GB of bandwidth per month for every website that uses our basic hosting plan.  Unless you find yourself on the front page of CNN, this is usually more than enough bandwidth for a typical professional services website. If your website exceeds the bandwidth allocation regularly, you should upgrade to the premium plan to make sure it doesn’t affect your page loading speeds

 

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 to medium-sized offices – 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 every quarter, these can add up quickly.
      • Videos – It only takes 2 to 3 videos to reach 100MB. You can host videos with third-party video hosting companies like YouTube or Vimeo if you want to avoid exceeding your memory and bandwidth allocations.

 

Our recommendation is to start small. Unless you know from the start that you’ll exceed one of the basic plan’s limits, there’s really no need for the premium packages for most websites. We’ll let you know when it’s time to move up and upgrade to our premium hosting plan.