DA Websites allow organizations to launch beautiful, branded websites from the individual to the enterprise at scale. Every single advisor will have a unique digital presence and be empowered to increase awareness and grow their business.
Ensure your advisors can grow their business by being found through local search. DA Websites delivers mobile-friendly, accessible, and customizable sites for the modern advisor to deliver engaging content and capture opportunities.
Digital Agent’s Compliance engine custom approval workflows to meet both ever-changing regulatory and brand requirements. Ensuring the rapid launch and continued success of the program.
Successful advisors are differentiating themselves not by price or products, but through tailored client experiences. With DA Websites, advisors can manage client communications and deliver personalized advice that earns lasting loyalty.
Effectively leverage your network of advisor websites to amplify the reach of your corporate messaging.
The freedom to build a brand website is limited only by your imagination. Our user-friendly website builder provides all the tools needed to create unique advisor website without any technical expertise. The drag and drop interface makes it simple to change, customize, or add anything to the site.
Full set of SEO capabilities that help boost visibility.
Personalized domain name that matches your brand.
Our library of beautiful themes are created by top designers to make your websites look polished and professional. Veriday can work with your brand to fully customize the theme to meet brand needs. Digital Agent’s theme editor can update thousands of websites at scale and enterprise brands can control who advisors are able to personalize.
Fully optimized for both desktop and mobile screens.
Stand out with unique fonts, advanced animations, dynamic elements, and more.
The enterprise platform Digital Agent offers capabilities for administrators to build custom approval workflows to create, review, and publish. The robust compliance and auditing functionalities make complying with regulatory standards, like FINRA, IIROC, easy.
Streamline brand and regulatory compliance.
Eliminate risk with automated archiving.
Our library of beautiful themes are created by top designers to make your websites look polished and professional. Veriday can work with your brand to fully customize the theme to meet brand needs. Digital Agent’s theme editor can update thousands of websites at scale and enterprise brands can control who advisors are able to personalize.
Fully optimized for both desktop and mobile screens.
Stand out with unique fonts, advanced animations, dynamic elements, and more.
Build sleek forms to capture new opportunities. Automatically sync lead data for Digital Agent to your CRM. Once advisors’ leads are integrated to the CRM this allows you to nurture them; increase the book of business, cross-selling, and more.
Turn anonymous visitors into real leads.
Maximize ROI of the advisor channel.
Measure the performance of all advisor marketing efforts in one place with integrated analytics and reports. It’s all the data you need to run your website like a marketing pro.
Start making smarter, data-backed decisions.
Analyze your site’s performance with key website metrics.
A website is just the beginning. The Digital Agent platform has a full suite of services and tools to add digital channels that are critical to advisors’ success. Make it easy for advisors to attract prospects and nurture client across websites, social media, email, and more.
